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DeStefano Wealth Management
DESTEFANO WEALTH MANAGEMENT is a state-registered investment adviser with $38 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
DESTEFANO WEALTH MANAGEMENT is a state-registered investment adviser with $38 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at DeStefano Wealth Management?
The firm has not publicly identified its investment committee or chief investment officer. As a state-registered adviser, it is required to have at least one principal managing investment decisions. No named individuals have been confirmed in public sources.
Does DeStefano Wealth Management participate in fund commitments or only direct deals?
The firm's investment approach is not publicly detailed. Most RIAs of similar profile manage assets through pooled vehicles like mutual funds, ETFs, and separately managed accounts, rather than direct private equity or venture capital deals. No direct investments have been publicly associated with the firm.
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