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- Custodian
- Betterment
- Clients
- Retail
- Platforms
- AtlasHorizon +more
- Established Date
- 04-01-2019
- Office Locations
- 1
Office Locations
About Desmo Wealth Advisors, LLC
Desmo Wealth Advisors is an independent, fee-only fiduciary RIA providing financial planning, investment management, and financial life coaching for individuals and families seeking values-based guidance. The firm emphasizes tailored, non-cookie-cutter planning with no minimum asset requirement, and manages portfolios through Betterment Securities with a focus on disciplined asset allocation.
Team overview
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Owner & Executives
Min Chang
Managing Member, Wealth Advisor
- CRD
- --
- Ownership
- 50% but less than 75%
MASSIMILIANO DE SANTIS
Chief Compliance Officer, Founder, Managing Member, Wealth Advisor
- CRD
- #6153797
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,188,028 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,188,028 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,188,028
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $5,158,226,995 | 58.4% |
| Cash | $3,674,353,476 | 41.6% |
| Total | $8,832,580,471 | 100.0% |