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- Custodian
- Bank OF America · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- Focus eagle
- Established Date
- 09-19-2025
- Office Locations
- 1
Office Locations
About Devens Wealth Management
Devens Wealth Management is a Newport Beach, CA advisory serving individuals and families with objective, personalized planning and investment management. Services include retirement and income planning, tax-efficient wealth growth, and risk/insurance reviews, with diversified portfolios that can include stocks, bonds, and ETFs. The firm emphasizes a straightforward, no-product-push process backed by 25+ years of experience and custody that includes Schwab.
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Owner & Executives
SCOTT ALAN DEVENS
Chief Compliance Officer, PRINCIPAL
- CRD
- #3013405
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,084,795,299 | 38.3% |
| Cash | $4,969,500,520 | 61.7% |
| Total | $8,054,295,819 | 100.0% |