Devens Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Devens Wealth Management provides discretionary wealth management and ongoing financial planning to individuals, high‑net‑worth clients, trusts and estates. The firm manages approximately $3.5 million across eight client relationships and generally does not impose a minimum account size.
Investment decisions are driven by fundamental analysis and implemented primarily with low‑cost exchange‑traded funds; the advisor maintains a long‑term orientation but may trade short‑term, use options for certain clients, or retain legacy positions for tax or fit. Financial planning is bundled with wealth management at no additional charge, and accounts are monitored on a continuous basis.
The firm was established in 2025 by a principal who transitioned from long tenures at large wire‑house firms, and its very small, concentrated client roster is notable for a registered independent advisor. Devens Wealth operates on the Schwab Advisor Services platform (receiving certain institutional benefits) and has written policies around personal trading and conflict mitigation, including trade aggregation practices.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001 - $4,000,000: 0.70% annually $4,000,001 - $5,000,000: 0.60% annually $5,000,001+: 0.50% annually
Fee-only: Yes, wealth management fees based on assets under management; does not charge additional fees for financial planning services.
Main office
Newport Beach CA
Advisors at this office
1
Most active in
California
Also doing business as
Devens Wealth Management · Devens Wealth Management 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.
Forms ADV
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