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Desmond Wealth Management Logo
Desmond Wealth Management Growth Score
89
CB Rank
254135
Heat Score
71
Desmond Wealth Management advanced financial planning, tax management, and investment consulting services.
Acquired by
Savant Wealth Management Logo
Savant Wealth Management
Founded
obfuscation
Private Walnut Creek, California, United States1-10 www.desmondwealth.com/
Consulting
Financial Services
Impact Investing
Overview

Desmond Wealth Management
Growth Score
89
Heat Score
71

Growth Score89
0 pts
in past quarter
Heat Score 71
40 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
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About Desmond Wealth Management

CB Rank
254135
Desmond Wealth Management advanced financial planning, tax management, and investment consulting services.
Acquired by
Savant Wealth Management Logo
Savant Wealth Management
Founded
obfuscation
Private Walnut Creek, California, United States1-10 www.desmondwealth.com/
Consulting
Financial Services
Impact Investing

Details

Operating Status Active
Company Type For Profit
About the Company
Desmond Wealth Management advanced financial planning, tax management, and investment consulting services.
Phone Number +1 925 932-1994
Contact Email Info@desmondwealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

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Financials

M&A Details

Desmond Wealth Management was acquired by Savant Wealth Management on
obfuscation
.
Transaction Name 
Desmond Wealth Management acquired by Savant Wealth Management Logo
Desmond Wealth Management acquired by Savant Wealth Management
Acquired by 
Savant Wealth Management Logo
Savant Wealth Management
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 4
News

News and Press

News•May 8, 2026
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•May 7, 2026
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$70.9KThis year, Desmond Wealth Management is projected to spend $70.9K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Retirement Plan Administration Logo
Retirement Plan Administration
88
Business Continuity Planning Logo
Business Continuity Planning
82
Management Fundamentals Logo
Management Fundamentals
82

Active Website Tech Count

2Desmond Wealth Management is actively using 2 technologies for its website, according to BuiltWith. These include Pinterest and  ATT.
Sub-Organizations
Frequently Asked Questions

Where is Desmond Wealth Management's headquarters? Desmond Wealth Management is located in Walnut Creek, California, United States.
Who We Are
What We Do
Helpful Links
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