$61.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
68 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · JP Morgan · Security Benefit
- Clients
- Retail and Institutional
- Platforms
- AtlasFoundation
- Established Date
- 01-02-2018
- Office Locations
- 1
Office Locations
6275 W. Plano Parkway Suite 500 Plano TX
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.
Team overview
67 AVG AGE
$61.8M AVG AUM / ADVISOR
$909.2K AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
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Accredited Investors
Crest prime
Asset Classes
Crest Element Radial
Investment Vehicles
Matrix vertex
Services
Radial Vertex Catalyst legacy Pathway Oak Meridian optima Foundation
Technology
Vertex wave Pioneer
Owner & Executives
LAWRENCE DEPRIEST DERAMUS JR
Chief Compliance Officer, Managing Member
- CRD
- #2171156
- Ownership
- 75% or more
(384) 386-1700
vertex.catalyst@matrixcapital.com
in linkedin.com/in/capital-beacon
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $61,822,425
Equity - Exchange:
9.2% Corporate - Investment Grade:
8.9% Cash:
32.4% U.S. Government/Agency:
32.5% Public Funds:
17.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $109,694,406 | 9.2% |
| Corporate - Investment Grade | $106,117,415 | 8.9% |
| Cash | $386,315,083 | 32.4% |
| U.S. Government/Agency | $387,507,414 | 32.5% |
| Public Funds | $202,696,186 | 17.0% |
| Total | $1,192,330,504 | 100.0% |