Derderian Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Derderian Wealth Management is registered as an investment manager that primarily manages pooled vehicles and institutional assets rather than serving individual retail clients. The firm provides portfolio management services and discloses the use of percentage-of-assets-under-management fee arrangements, a common billing method for firms in this category.
The brochure describes discretionary management of pooled and institutional accounts and standard investment analysis and risk considerations for such mandates. It also discloses that, in addition to AUM fees, the firm may bill certain work on an hourly basis, an arrangement that is less common among peer investment managers.
A distinctive feature noted in the brochure is that the firm’s owner is a licensed CPA and a shareholder in an affiliated accounting firm, and is expected to devote roughly 25 hours per month to that accounting practice. The filing also indicates there are no other employees and the owner is not supervised, underscoring a small, owner-operated structure with an uncommon accounting affiliation.
Client services
Main office
10940 Wilshire Blvd., #1600
Los Angeles CA 90024
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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