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Deeringer Wealth Management
Deeringer Wealth Management, LLC is a state-registered investment adviser in Sacramento, CA. The firm manages approximately $40 million in regulatory assets.
Overview
Deeringer Wealth Management, LLC is a state-registered investment adviser in Sacramento, CA. The firm manages approximately $40 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
What types of assets does Deeringer Wealth Management invest in?
Public filings indicate the firm invests in public equities, fixed income, private equity, and real estate (per SEC Form ADV). The exact allocation between these asset classes is not disclosed, and the firm customizes portfolios for individual client objectives.
What is Deeringer Wealth Management's investment approach?
The firm emphasizes tax-aware wealth transfer and estate planning alongside traditional asset management (per SEC disclosures). Portfolios are tailored to client-specific tax and risk profiles, with a conservative posture that prioritizes capital preservation in high-net-worth contexts.
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