Demand Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$164,200,000
Clients
60
Advisors
2
of 3 employees
About
Demand Wealth, LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm emphasizes ETF-based strategies and offers model portfolios alongside digital planning modules and pay-per-service planning options.
Portfolios are managed on a discretionary basis with allocations set to match clients' risk tolerance and time horizon, and the firm describes using modern portfolio theory, long- and short-term trading, and cash-sweep management through the custodian. The brochure also discloses that the firm may invest in structured products and use derivatives within client accounts, and that some portfolios are implemented via firm-developed model strategies.
Notable distinctions include the firm’s explicit use of derivatives and structured products in managed accounts and its disclosure that a senior executive also serves as a registered representative of a broker-dealer and receives commission-based compensation, a potential conflict the firm acknowledges. The firm also routinely requires clients to maintain custody and execute trades through a specified qualified custodian and offers a mix of free and fixed-fee digital planning services.
Client services
Expertise
Fee options
Flat fee of $99 for limited financial consulting video chat; $1,000 for comprehensive financial planning services; $1,000 for updates or additional planning.
$0 - /n: 0.25% to 2.5% depending on asset value, complexity, and administration level
Financial planning services charged at $99 for limited video chat consulting; additional planning services at $1,000 flat fee; updates also $1,000 flat fee; may charge hourly rate for additional services as needed.
Account minimum: $500 for Basic Portfolios; $5,000 for all other portfolios
Main office
Oakton VA
Advisors at this office
2
Most active in
Louisiana · Maryland · Texas · Virginia
Also doing business as
Demand Wealth · Demand Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
Quick links
Advisors at this firm
Owen L
Series 63, Series 66
Oakton, VA
Demand Wealth
Owen Lyons is a financial advisor at Demand Wealth with 27 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Prudential Financial Planning Services, Spencer Lyons Partners, and LPL Financial among others. Demand Wealth provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, using ETF-based strategies, model portfolios, and digital planning modules. The firm employs modern portfolio theory with a range of investment tools including structured products and derivatives.
Justin E
Series 66
Oakton, VA
Demand Wealth
Justin Ellison is a financial advisor with Demand Wealth, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Morgan Stanley and Spire Wealth Management, among others. Ellison is also involved with the Youth Interest Foundation, a nonprofit association. Demand Wealth serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning services that utilize ETF-based model portfolios and digital planning tools. The firm employs fundamental analysis and modern portfolio theory, implementing both long- and short-term trading strategies as appropriate.
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