Mitchell
Struthers

Desmond Wealth Management, Inc

CRD#6731804
Investment Advisor
in Walnut Creek, CA

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About this Advisor

Mitchell Struthers is a financial advisor based in Walnut Creek, California, working with Desmond Wealth Management, Inc. Mitchell has previously worked at Desmond Wealth Management, Inc, Thomas Doll Cpa'S, P.C, Ventana Research, Inc, Mitchell Struthers Cpa, and Struthers Family Operating Company, LLC. Mitchell is registered to provide services in California. Currently, Mitchell is part of Desmond Wealth Management, Inc, which is located in Walnut Creek, California. The firm has 2 employees and manages assets totaling $124.4 million. The firm serves high-net-worth clients and offers services such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. Desmond Wealth Management, Inc offers asset-based, hourly, and fixed fee structures.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1850 Mt. Diablo Boulevard Suite 630
Walnut Creek, CA 94596

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Desmond Wealth Management, Inc Brokerage Details

Total Assets Under Management

$124,449,738

CA Average: $7,578,581,321
Total Number of Employees

2

CA Average: 43
Total Number of Accounts

209

CA Average: 3,727
Average Account Size

$595,453

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Mitchell Struthers Work History

2021 - Present (4 years)

Mitchell Struthers Cpa

2014 - Present (11 years)

Desmond Wealth Management, Inc

2001 - Present (24 years)

Struthers Family Operating Company, LLC

2011 - 2021 (10 years)

Thomas Doll Cpa'S, P.C

2005 - 2021 (16 years)

Ventana Research, Inc

Disclosures

Please visit the SEC profile of Mitchell Struthers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Desmond Wealth Management, Inc

Mitchell Struthers
Walnut Creek, CA
Gregory Desmond
Walnut Creek, CA

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