# Desmond Wealth Management

Desmond Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** desmondwealth.com
- **LinkedIn:** https://www.linkedin.com/company/gregorydesmond

## Regulatory record

- **CRD number:** 118200
- **SEC file number:** 801-130455
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-20T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/118200

## About

DESMOND WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in WALNUT CREEK, CA, registered since 2024. The firm manages approximately $145 million in assets. It has 2 employees and 2 investment advisers.

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- [Legacy Harbor](https://altss.com/profile/legacy-harbor)
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Last updated: 2026-07-11T04:20:51.000Z

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