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

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

Dual Desert Wealth Management offers discretionary asset management and portfolio management services to individual clients and other entities, delivering ongoing, tailored investment programs documented in client files. The firm works under written Investment Advisory Agreements and accepts client-imposed restrictions on securities or types of investments. The firm’s investment approach draws on Modern Portfolio Theory and a mix of fundamental, technical and passive strategies, with portfolios reviewed at least quarterly for alignment with objectives, risk tolerance and opportunities such as rebalancing or tax-loss harvesting. DDWM requires clients to use a specified custodian (Charles Schwab), sends invoices concurrent with fee debits, and does not sponsor wrap-fee programs or use performance-based compensation. Compared with many peers, the firm’s ADV filing shows a small client base and modest discretionary assets under management (discretionary amounts reported as $248,467 as of August 11, 2025), so it presently does not appear to serve a significant high-net-worth clientele despite listing them among potential client types. The principal owner discloses substantial outside business activities (notably ESOP consulting) and the firm operates without trade aggregation and does not vote client proxies, operational choices that distinguish it from many similar advisors.

To learn more about the advisors currently working at Dual 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.