Paden Demuth
Paden Demuth is a registered investment advisor at Dhl Wealth Management LLC, based in Richardson, TX, with 4 years of industry experience. Paden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 4 clients with $7.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. DWML may direct clients to Wealth Trust Asset Management (WTAM) with a total fee of 1.22% (DWML 1.00%, WTAM 0.22%).
Fee Estimator
Location
2435 N Central Expressway, 775, Richardson, TX, 75088
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paden is licensed to sell insurance with American Senior Benefits. This activity is insurance-related.
Employment History
Current Registrations
Dhl Wealth Management LLC
Previous Registrations
Peak American Investment Advisors, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.