Deemer Wealth Management LLC

The firm provides ongoing portfolio management services primarily to individual and high‑net‑worth clients, preparing Investment Policy Statements and offering discretionary oversight tailored to each client’s goals, time horizon, and risk tolerance. It manages roughly $23 million across about 76 client accounts and generally charges asset‑based fees billed monthly.

Its investment process blends charting, cyclical, fundamental analysis, modern portfolio theory and technical analysis and employs long‑ and short‑term trading as well as options strategies, including covered and uncovered positions and spreads. The adviser also uses third‑party platforms and managers—disclosing relationships with IP Financial Advisory Services and Orion Portfolio Solutions—and may direct clients to those managers under negotiated fee‑sharing arrangements.

Notably, the brochure discloses that the firm’s principal is an independent licensed insurance agent who offers commissionable insurance products and spends substantial time on that outside activity, a relationship the firm identifies as a potential conflict of interest. The firm also discloses fee‑sharing with third‑party advisers, recommends specific custodians (including Fidelity and Orion), and includes a disciplinary history referencing a past margin account, reflecting disclosure and experience with leverage and higher‑risk strategies.