Deemer Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,000,000
Clients
76
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
76
Very HighAverage account size
$302,632
About
The firm provides ongoing portfolio management primarily for individual and high-net-worth clients, documenting objectives and risk tolerance in an Investment Policy Statement and generally operating with discretionary authority. It also may direct clients to third-party investment advisers and uses platform services available through a partnered advisory network and Orion Portfolio Solutions.
Its investment process draws on charting, cyclical, fundamental, modern portfolio theory and technical analysis, and it pursues long-term and short-term trading as well as options strategies, including covered and uncovered options and spreads. The brochure highlights the material risks of leveraged and options trading and describes regular portfolio monitoring with quarterly reporting to clients.
Noteworthy distinctions disclosed in the brochure include the managing member’s licensed insurance activities (offering commissionable insurance products) and a concurrent advisory relationship with a third-party advisory firm, for which the managing member reports spending approximately 180 hours per month; the firm acknowledges the potential conflicts those outside activities create. The adviser also discloses fee-sharing arrangements with third-party managers, acceptance of certain soft-dollar benefits, and a historical regulatory and arbitration record involving the managing member.
Client services
Portfolio management
Selection of other advisers
Expertise
Options & derivatives strategies
Private / alternative investments
Real estate investing
Annuities
Fee options
$0+: Up to 1.50% $0 - $1,000,000: 0.92% $0 - $1,000,000: 1.5% $1,000,000 - $2,000,000: 1.5% $2,000,000 - $5,000,000: 1.5% $5,000,000+: 1.5%
Fee-only: Portfolio management fees generally up to 1.50%, negotiable; no commissions accepted; fees paid monthly in arrears.
Main office location
Deemer Wealth Management LLC
Venetia PA, United States
Number of offices
1
Most active in
Deemer Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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