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Desert Wealth Management
DESERT WEALTH MANAGEMENT LLC is an SEC-registered investment adviser with $50 million in regulatory assets under management. The firm has 2 employees and 2...
Desert Wealth Management
DESERT WEALTH MANAGEMENT LLC is an SEC-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.
Where is Desert Wealth Management based?
Desert Wealth Management has no confirmed office address. The firm's name suggests a presence in the southwestern United States, but no specific city or state has been published.
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.
Is Desert Wealth Management a single-family or multi-family office?
The firm is classified as a multi-family office, but no documentation confirms the number of families served or the structure of client relationships.
Profile maintained by Altss 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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