Wealth manager, independent
Demand Wealth
Demand Wealth LLC · SEC-registered investment adviser · CRD 307043 · SEC 801-118145
At a glance
Demand Wealth is an SEC-registered investment adviser based in United States, with $165 million in regulatory assets under management as of its Form ADV filed March 13, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 60 individual clients. By Form ADV it is a wealth manager, ranked 6,534th of 8,915 wealth managers and 13,238th of 17,210 SEC-registered advisers by assets.
demandwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $165M
- Rank among wealth managers
- #6,534 of 8,915
- Rank among all SEC RIAs
- #13,238 of 17,210
- Individual clients
- 60
- High-net-worth clients
- 39
- Accounts
- 315
- Discretionary
- 100% of AUM
- Employees
- 3
- Advisory staff
- 2
- Offices
- 2
Owners and executives on its Form ADV
- Justin W. EllisonChief Compliance Officer/chief Operating Officer
- Brandon J. MinkChief Executive Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Demand Wealth is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Spire Securities as the broker-dealer its advisers are registered with.
Mink's capacity as a registered representative of Spire Securities, LLC will receive commission-based compensation in connection with the purchase and sale of securities, including 12b-1 fees for the sale of investment company products.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 39 | $149M | 91% |
| Individuals | 21 | $15M | 9% |
| Charitable organizations | 1 | $0M | <1% |
Disciplinary disclosures
Demand Wealth reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗demandwealth.com ↗
AtlasMembers
The full record on Demand Wealth
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
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- Growth over one, three and five years
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- Rank against 5,585 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Demand Wealth manage?
Demand Wealth reports $165 million in regulatory assets under management across 315 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 13, 2026.
What kind of firm is Demand Wealth?
Demand Wealth is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Demand Wealth’s clients?
By assets, its largest client types are high-net-worth individuals ($149 million, 39 clients); individuals ($15 million, 21 clients); charitable organizations ($400,000, 1 clients).
Does Demand Wealth have any disciplinary history?
Demand Wealth reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Demand Wealth’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-13), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →