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Desmond Wealth Management, Inc.

Desmond Wealth Management, Inc.. CRD 118200

Desmond Wealth Management, Inc. logo

CRD: 118200

Desmond Wealth Management, Inc.

Walnut Creek, CA, 94596
9259321994
www.desmondwealth.com
$145.0M Total AUM
$145.0M Disc. AUM
-- 3Y CAGR
2 Employees
74 ADV. Clients
26 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS ยท Vanguard
Clients
Retail and Institutional
Platforms
--
Established Date
04-19-2000
Office Locations
1

Office Locations

1850 Mt. Diablo Boulevard Suite 630 Walnut Creek CA

About Desmond Wealth Management, Inc.

Desmond Wealth Management is a Walnut Creek, CA RIA providing "personal CFO" planning for Bay Area high-net-worth clients age 50+ - often business owners, corporate executives, families, and surviving spouses approaching or in retirement. The firm pairs tailored investment management (including tax-loss harvesting for concentrated stock when appropriate) with tax planning and return preparation, plus retirement, estate/charitable, and insurance/risk management support. Custody includes Fidelity/NFS and Vanguard.

Team overview

61 AVG AGE
$72.5M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
17.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
26yrs Firm Age

Insights

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Asset Classes

Crest Fusion harbor Legacy

Client Personas

Delta unison North capital Glacier horizon

Custodian

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Investment Themes

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Investment Vehicles

Harbor Vector north

Platform

Element Delta

Services

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Owner & Executives

GREGORY MAYHEW DESMOND

GREGORY MAYHEW DESMOND

Chief Compliance Officer, President

CRD
#4484215
Ownership
75% or more
(482) 975-1723
pathway.peak@harborcapital.com
in linkedin.com/in/fusion-ridge

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Contacts

Mitchell Littlejohn Struthers

Mitchell Littlejohn Struthers

Wealth Advisor

CRD
#6731804
(974) 319-8848
momentum.foundation@quantumcapital.com
in linkedin.com/in/harbor-fusion

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-11-2024
03-25-2025
03-20-2026
Category Assets AVG. Account size
Discretionary $144,960,862 $739,596
Non-Discretionary $0 --
Total $144,960,862 $739,596

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Separately Managed Accounts

Total SMA Asset: $144,960,862

$145.0M Total SMA
Public Funds:
24.8%
Cash:
27.1%
Equity - Exchange:
15.6%
Corporate - Investment Grade:
24.2%
Municipal Bonds:
8.3%
Asset class Assets Assets %
Public Funds $1,120,207,018 24.8%
Cash $1,224,097,185 27.1%
Equity - Exchange $704,646,350 15.6%
Corporate - Investment Grade $1,093,105,235 24.2%
Municipal Bonds $374,907,995 8.3%
Total $4,516,963,783 100.0%

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