This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-07-2025
- Office Locations
- 1
Office Locations
About Dual Desert Wealth Management, LLC
Dual Desert Wealth Management is an independent RIA serving business owners and individuals with boutique, high-touch investment and cash management. The firm emphasizes long-term wealth preservation and legacy planning, coordinating tax-minimization and estate planning with clients’ outside tax and legal advisors. Portfolios focus on active asset allocation using vehicles such as ETFs and mutual funds, with custody at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
FORREST ALEXANDER
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #7072223
- Ownership
- 75% or more
Michael Smart
--
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,144,443 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,144,443 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing