A complete list of active advisors currently associated with Demand Wealth

Warmer can help you find a great advisor at Demand Wealth or one who fits your needs even better.

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.

To learn more about the advisors currently working at Demand Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Justin Ellison	Oakton, VA	23
Owen Lyons	Oakton, VA	27

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