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William Joseph Demarco

Amfg Wealth Management LLC

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About William Joseph Demarco

William Demarco is an investment advisor representative at Amfg Wealth Management LLC. William has over 10 years of experience in the financial services industry. William is registered with the state of Ohio and holds the Series 66, Series 7 and SIE exams. William offers financial planning, portfolio management and selection of other advisors to individuals and small businesses.

Firm Information

William Demarco is currently registered with Amfg Wealth Management LLC. Amfg Wealth Management LLC is a wealth management firm with 4 licensed agents and 4 investment adviser representatives. They have approximately $38,133,518 in regulatory assets under management, primarily from individuals and pension and profit-sharing plans. They provide financial planning and portfolio management services for individuals and businesses.

$38.13M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Demarco’s Registration & Firm History

OH

01/31/2023 - Present

Amfg Wealth Management LLC (WESTLAKE OH)

OH

03/08/2018 - 06/10/2020

REGULUS ADVISORS, LLC (Brunswick OH)

OH

05/02/2017 - 01/17/2018

ONEAMERICA SECURITIES, INC. (WESTLAKE OH)

OH

12/16/2016 - 04/12/2017

PRINCIPAL SECURITIES, INC. (COLUMBIA STATION OH)

OH

07/31/2014 - 12/13/2016

MML INVESTORS SERVICES, LLC (CLEVELAND OH)

OH

09/17/2013 - 06/17/2014

AXA ADVISORS, LLC (AKRON OH)

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Licenses & Designations

BOTH

Issued 01/16/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Joseph Demarco.
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