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Dual Desert Wealth Management
Dual Desert Wealth Management, LLC is an independent Registered Investment Advisor (RIA) firm dedicated to helping business owners and individuals through...
Dual Desert Wealth Management
Dual Desert Wealth Management, LLC is an independent Registered Investment Advisor (RIA) firm dedicated to helping business owners and individuals through personalized, tailored investment management. The boutique firm specializes in short-term cash management and long-term wealth preservation strategies for a select group of clients, including current and former business owners. It focuses on preserving and enhancing financial legacy, minimizing taxes in partnership with tax professionals, and estate planning alongside legal advisors.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Principals
Forrest Alexander
Founder
Sector focus
Frequently asked questions
What is Dual Desert Wealth Management?
Dual Desert Wealth Management is a multi family office based in United States.
Where is Dual Desert Wealth Management headquartered?
Dual Desert Wealth Management is headquartered in United States, in the North America region.
What does Altss track for Dual Desert Wealth Management?
Altss maintains an OSINT-verified profile of Dual Desert Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Dual Desert Wealth Management's website?
Dual Desert Wealth Management's public website is dualdesertwealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Dual Desert Wealth Management?
Dual Desert Wealth Management is classified by Altss as a Multi Family Office, operating from United States within the North America region.
How does Altss source intelligence on Dual Desert Wealth Management?
Altss uses documented public records and disclosures, organization submissions, and licensed sources where permitted. Source rights, collection method and factual verification are separate questions; consult the cited source and field-level provenance.
When was Dual Desert Wealth Management's Altss profile last updated?
Dual Desert Wealth Management's source record was modified on August 11, 2026. This is not a field-level verification date. Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
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