Multi-Family OfficeRIA · CRD 289771

Updated:

DeRamus Wealth Management

Deramus Wealth Management, LLC is a state-registered investment adviser in Plano, TX. The firm manages approximately $62 million in regulatory assets.

DeRamus Wealth Management

Deramus Wealth Management, LLC is a state-registered investment adviser in Plano, TX. The firm manages approximately $62 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Frequently asked questions

Who runs investment decisions at DeRamus Wealth Management?

Public records do not identify the current leadership team or investment committee members at DeRamus Wealth Management. The firm has not widely disclosed the names of its principals or portfolio managers. For allocation decisions, contact the firm directly.

Does DeRamus Wealth Management participate in fund commitments or only direct deals?

There is no public evidence specifying DeRamus Wealth Management's preference between fund commitments and direct investments. Multi-family offices commonly engage in both — committing capital to external funds alongside selecting direct co-investment opportunities. The firm has not disclosed its current approach.

Which sectors does DeRamus Wealth Management explicitly avoid?

The firm has not publicly listed any sectors it avoids. Without disclosed investment guidelines, it is not possible to determine negative screening. Allocators should request the firm's exclusion list directly.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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