# Destefano Wealth Management

> Destefano Wealth Management is a state-registered investment advisory firm, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 3, 2026.

- CRD: 316484
- Filed as: DESTEFANO WEALTH MANAGEMENT
- Legal name: Destefano Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316484
- AdvisorCensus page: https://advisorcensus.com/firm/destefano-wealth-management-316484

## Quick answers

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

**Is Destefano Wealth Management registered with the SEC or a state?**
Destefano Wealth Management is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 316484.

**How much does Destefano Wealth Management manage?**
Destefano Wealth Management reports $38,238,796 in regulatory assets under management in its Form ADV filing dated February 3, 2026 (100% discretionary).

**What types of clients does Destefano Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (13); individuals (other than high net worth individuals) (5).

**Does Destefano 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/316484

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $38,238,796
- Discretionary: $38,238,796
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $1,794,733 |
| High net worth individuals | 13 | $36,444,063 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Destefano Wealth Management (CRD 316484): Form ADV filing data as of October 2026.