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- Custodian
- Charles Schwab & Company ยท Comerica Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2003
- Office Locations
- 2
Office Locations
About DWP
DeSERANNO Wealth Planning provides comprehensive, goals-based financial planning and ongoing reviews to help clients navigate major life transitions. The firm is fee-only and takes no commissions or third-party compensation, enabling open-architecture recommendations. Offers wealth planning, tax and estate planning support, and portfolio construction/asset management, including use of mutual funds and ETFs; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT STEPHEN RAHAIM
Owner, President
- CRD
- #4581651
- Ownership
- 75% or more
ELENA GRAVES
Chief Compliance Officer, OPERATIONS MANAGER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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ALANDRESS GARDNER JR
Wealth Manager
- CRD
- #2744818
STEVEN ANDERSON SICKLESTEEL
Certified Financial Planner
- CRD
- #5781102
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $207,987,834 | $624,588 |
| Non-Discretionary | $0 | -- |
| Total | $207,987,834 | $624,588 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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