Demarche Associates Inc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 40
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 22
AUM over time
Annual snapshots from Form ADV filings · as of Mar 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 16 | $0 | — |
| Charitable organizations | 8 | $0 | — |
| State or municipal government entities | 3 | $0 | — |
| Other | 13 | $0 | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Co Op Retirement Plan United Benefits Group | Kansas City, MO | 2024 |
| Retirement Income Plan For Salaried Employees Of Rockefeller Group International, Inc. Rockefeller Group International, Inc. | 2024 | |
| The Mary Imogene Bassett Hospital Retirement Plan The Mary Imogene Bassett Hospital | 2024 |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas Conrad Woolwine | Vice Chairman, Owner | Mar 1995 (31y) | 10% – 25% | |
| Timothy John Marchesi | Chairman, President, Ceo, Owner | CFA | Mar 2002 (24y) | Less than 5% |
| Adam J Strumpf | Chief Compliance Officer | Jun 2007 (19y) | Less than 5% | |
| James Frederick Dykstal | Senior Consultant | CFA | Apr 2010 (16y) | Less than 5% |
| Donald H Lennard | Senior Consultant | Dec 2012 (14y) | Less than 5% | |
| Ryan Michael Pickert | Director Of Business Development | May 2013 (13y) | Less than 5% | |
| Margaret Elizabeth Vanwagoner | Senior Consultant | Nov 2014 (12y) | Less than 5% | |
| Marchesi, Julie, Anne | Trustee | Feb 2015 (12y) | GP / trustee / elected manager of The Robert F. Marchesi Family Trust (indirect) | |
| Rudicile, Christine, Marchesi | Trustee | Feb 2015 (12y) | GP / trustee / elected manager of The Robert F. Marchesi Family Trust (indirect) | |
| Cornwell, Fred, V | Chief Administrative Officer | May 2015 (11y) | Less than 5% | |
| Marsh, Michael, Ryan | Consultant | Mar 2019 (7y) | Less than 5% | |
| Martin Joseph Dorow | Advisor | Apr 2021 (5y) | Less than 5% | |
| Brooke Michal Garcia | Former Employee | CFP CFA | Nov 2022 (4y) | Less than 5% |
| Newman, Travis, Christian | Former Employee | Nov 2022 (4y) | Less than 5% | |
| Mark A Andes | Registered representative | Mar 2018 (8y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Robert F. Marchesi Qualified Subchapter S Trust | Owner | Feb 2015 | A | 75% or more |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Co Op Retirement Plan | United Benefits Group | 14,814 | $3.5B | 04/01/2024 |
| Retirement Income Plan For Salaried Employees Of Rockefeller Group International, Inc. | Rockefeller Group International, Inc. | 97 | $123M | 01/01/2024 |
| The Mary Imogene Bassett Hospital Retirement Plan | The Mary Imogene Bassett Hospital | 3,844 | $755M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2026 | 986 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 02, 2026.
View current Form ADV (SEC/IAPD) ↗