A complete list of active advisors currently associated with Desert Wealth Management LLC

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

Desert Wealth Management is a fee-only investment adviser that provides discretionary asset management primarily for individual and high-net-worth clients. According to the firm brochure, it managed approximately $49.6 million in discretionary client assets as of December 31, 2025 and works with a small client base (about 39 clients) supported by two advisors. The firm describes an academic investment approach that emphasizes macroeconomic analysis alongside fundamental security analysis to set asset allocation and select investments, and it implements long-term, short-term and trading strategies as appropriate to client objectives. Accounts are managed on a discretionary basis, clients may impose written investment restrictions, and the firm requires the use of a specified custodian for trade execution and custody. A few operational features distinguish the firm from many peers: ownership is highly concentrated (one owner holds a substantial majority interest), the firm does not aggregate trades for block execution and does not vote client proxies (clients receive and vote their own proxy materials). The brochure also notes the firm is deemed to have limited custody because advisory fees are deducted by the custodian and it uses third‑party standing letters of authorization (SLOAs) while providing invoices and client statements concurrent with fee deductions.

To learn more about the advisors currently working at Desert Wealth Management LLC, 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.