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- Custodian
- Charles Schwab & Company · JP Morgan · Security Benefit
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-02-2018
- Office Locations
- 1
Office Locations
About Deramus Wealth Management, LLC
Deramus Wealth Management, LLC is a Plano, TX RIA providing investment management and financial planning, including retirement plan and insurance planning and business-succession guidance. Serves both retail and institutional relationships. Portfolios lean on ETFs and fixed income (investment-grade corporates and U.S. government/agency bonds), with mutual funds and cash as complements. Custodies include Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 68 clients, or 68 clients per representative. That equates to $909.2K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on June 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Industry Interests
- Investment Vehicles
- Services
- Technology
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The full Deramus Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
LAWRENCE DEPRIEST DERAMUS JR
Chief Compliance Officer, Managing Member
- CRD
- #2171156
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $61,822,425 | -- |
| Total | $61,822,425 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Deramus Wealth Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.