Skip to content
DW
Multi-Family OfficeRIA · CRD 295558State-Registered Investment Adviser

Updated:

Desert Wealth Management

DESERT WEALTH MANAGEMENT LLC is a state-registered investment adviser with $50 million in regulatory assets under management. The firm has 2 employees and 2...

Overview

DESERT WEALTH MANAGEMENT LLC is a state-registered investment adviser with $50 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.

General information

Firm type

Multi Family Office

Frequently asked questions

Who runs Desert Wealth Management?

No public information identifies any principal or team member at Desert Wealth Management. The firm's leadership is not disclosed in any available public record.

What is Desert Wealth Management's investment focus?

Desert Wealth Management has not disclosed an investment strategy, asset-class preference, or any portfolio holdings. Its sector focus and stage preferences are unknown.

What is the wealth origin behind Desert Wealth Management?

The source of the wealth managed by Desert Wealth Management is not publicly disclosed. No information links the firm to any specific family or industry fortune.

Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

Research Desert Wealth Management in Altss

Explore available research and relationship coverage for this adviser in Altss.

Book a demo

Browse by category

More Multi Family Office profiles