# Demma-Novak Wealth Management

> Demma-Novak Wealth Management is a state-registered investment advisory firm in Dayton, OH, registered since 2015, with no regulatory assets under management reported in its Form ADV filing dated February 25, 2026.

- CRD: 172311
- Filed as: DEMMA-NOVAK WEALTH MANAGEMENT
- Legal name: Demma Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dayton, OH
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/172311
- AdvisorCensus page: https://advisorcensus.com/firm/demma-novak-wealth-management-dayton-oh-172311

## Quick answers

**How is Demma-Novak Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Demma-Novak Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Demma-Novak Wealth Management located?**
Demma-Novak Wealth Management's principal office is in Dayton, OH, according to its Form ADV.

**Is Demma-Novak Wealth Management registered with the SEC or a state?**
Demma-Novak Wealth Management is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 172311.

**What types of clients does Demma-Novak Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (235).

**Does Demma-Novak Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/172311

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 235 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KY, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- demmanovak.com
- Facebook @Demma-Novak-Wealth-Management-122679727775643
- LinkedIn @chris-demma-55b2b7b1
- LinkedIn @mark-j-demma-751559

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Demma-Novak Wealth Management (CRD 172311): Form ADV filing data as of October 2026.
