CRD: 295558
Desert Wealth Management LLC
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-2018
- Office Locations
- 1
Office Locations
About Desert Wealth Management LLC
Desert Wealth Management LLC is a Palm Desert-based RIA. The firm has been operating for 8 years. Managing $49.6M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Wells Fargo. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
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Investment Themes
Investment Vehicles
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Owner & Executives
JAMES PAUL ESTES
Chief Compliance Officer, Investment Advisor, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #2484236
- Ownership
- 75% or more
Denise Estes
Account Relationship Manager, Owner
- CRD
- --
- Ownership
- Less than 5%
Fusion foundation
Summit pioneer
- CRD
- #17711
- Ownership
- 14.0%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,598,895 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,598,895 | -- |
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Separately Managed Accounts
Total SMA Asset: $49,598,895
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,672,579,076 | 19.5% |
| Public Funds | $3,242,230,209 | 37.8% |
| Cash | $3,662,519,311 | 42.7% |
| Total | $8,577,328,596 | 100.0% |