# Devens Wealth Management

> Devens Wealth Management is a state-registered investment advisory firm in Newport Beach, CA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 5, 2026.

- CRD: 338031
- Filed as: DEVENS WEALTH MANAGEMENT
- Legal name: Devens Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: February 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338031
- AdvisorCensus page: https://advisorcensus.com/firm/devens-wealth-management-newport-beach-ca-338031

## Quick answers

**How is Devens Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Devens Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Devens Wealth Management located?**
Devens Wealth Management's principal office is in Newport Beach, CA, according to its Form ADV.

**Is Devens Wealth Management registered with the SEC or a state?**
Devens Wealth Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338031.

**How much does Devens Wealth Management manage?**
Devens Wealth Management reports $3,500,000 in regulatory assets under management in its Form ADV filing dated February 5, 2026 (100% discretionary).

**What types of clients does Devens Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8).

**Does Devens 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/338031

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $3,500,000
- Discretionary: $3,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $1,500,000 |
| High net worth individuals | Fewer than 5 | $2,000,000 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- devenswealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Devens Wealth Management (CRD 338031): Form ADV filing data as of October 2026.