Sherry
Deke

New Market Wealth Management, LLC

CRD#2361477
Investment Advisor
in Irvine, CA

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About this Advisor

Sherry Deke is a certified financial planner who works in Irvine, California, who has 11 years of professional experience. Deke is currently employed by New Market Wealth Management, LLC. During their career, the advisor has held roles at Northwestern Mutual Investment Services, LLC and New Market Wealth Management, LLC. Deke maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in California. New Market Wealth Management, LLC is a registered investment firm headquartered in Irvine, California. It administers $209 million in assets among its 349 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm provides financial advice to one charitable organizations. Of its 349 client accounts, 59% belong to high-net-worth clients who have more than $1 million in assets. New Market Wealth Management, LLC offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fee types billed by New Market Wealth Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

100 Spectrum Center Drive Suite 125
Irvine, CA 92618

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New Market Wealth Management, LLC Brokerage Details

Total Assets Under Management

$208,520,674

CA Average: $7,578,581,321
Total Number of Employees

6

CA Average: 43
Total Number of Accounts

349

CA Average: 3,727
Average Account Size

$597,480

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Sherry Deke Work History

Sherry has 11 years of experience.

2014 - Present (6 years)

New Market Wealth Management, LLC

2009 - 2011 (2 years)

Northwestern Mutual Investment Services, LLC

Disclosures

Sherry Deke has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at New Market Wealth Management, LLC

Kelly Ann Gentles
Costa Mesa, CA
Sherry Deke
Irvine, CA
Edward Sweeney
Irvine, CA
Daryl Deke
Irvine, CA

This content was compiled from the SEC and FINRA.

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