# Devens Wealth Management

Devens Wealth Management is a Multi Family Office based in Newport Beach, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Newport Beach, United States
- **Region:** North America
- **Address:** Boston, MA, United States
- **Assets under management:** Undisclosed
- **Website:** devenswealth.com

## Regulatory record

- **CRD number:** 338031
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338031

## About

DEVENS WEALTH MANAGEMENT is a state-registered investment adviser in NEWPORT BEACH, CA. It manages approximately $4 million in regulatory assets. The firm has 1 employee and 1 investment adviser.

## Sectors

- Private Credit
- Hedge Funds
- Infrastructure

## People

- John Devens — Founder & President

## Questions

### Who runs investment decisions at Devens Wealth Management?

John Devens, as founder and president, oversees investment strategy. The firm employs an external CIO advisory model, drawing on institutional asset allocators for manager selection and portfolio construction.

### What asset classes does Devens Wealth Management favor?

The firm emphasizes private credit, hedge fund allocations, and infrastructure investments—with a focus on income-generating assets and capital preservation rather than venture-stage equity.

### Does Devens Wealth Management commit to funds or invest directly?

The firm primarily invests through separately managed accounts and institutional fund vehicles. Direct co-investments are made selectively alongside known sponsor partners.

### What is Devens Wealth Management's known posture on philanthropy?

The firm advises clients on donor-advised funds and private foundation structures, but does not operate its own philanthropic vehicle. Philanthropy is treated as a client service, not a firm activity.

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Last updated: 2026-07-06T01:24:15.295Z

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