RIA Intel›Advisers›Ohio›DEEM ASSET MANAGEMENT, LLC

DEEM ASSET MANAGEMENT, LLC

Advisory

OH

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account
$121K
across 93 accounts
AUM per adviser
$11M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$11M
Discretionary %
100%
Clients
41
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$11M
Discretionary AUM$11M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients41
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InME, OH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

INTEGRATED FINANCIAL RESOURCES, INC.
TOLEDO, OH
$11M
0.0% 1Y
DONALD FELTY, LLC
$11M
ROSCOE FINANCIAL ADVISORY COMPANY
$11M
VILLE WEALTH MANAGEMENT LLC
$11M
ASCEND WEALTH MANAGEMENT LLC
$11M
KOEPF FINANCIAL GROUP L.L.C
$11M

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