D
Daleiden Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$21,500,000
Total clients
35
20% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
35
Average account size
$614,286
About
Daleiden Wealth Advisors provides discretionary and non‑discretionary asset management and related financial planning to individual clients, including high‑net‑worth individuals. The firm reports managing about $21.5 million in client assets and does not impose a minimum account size.
Investment programs are tailored to documented client goals, time horizons, and risk tolerances, and the firm uses fundamental and technical/charting analysis across strategies that can include long‑term holdings, short‑term trading, options (including covered and uncovered positions), and derivatives. Accounts are reviewed at least quarterly and, when appropriate, the firm may engage third‑party sub‑advisors to manage all or a portion of client assets while retaining responsibility for the client relationship and the authority to hire or terminate those sub‑advisors.
Distinctive features relative to many peers include routine use of sub‑advisors with their work bundled into the firm’s stated advisory fee and an affiliated insurance practice that occupies roughly 10% of the firm’s time and may generate separate commission compensation (disclosed as a potential conflict). The firm also discloses that it does not aggregate trades across accounts, does not vote client proxies, and may receive custodial research or other soft‑dollar benefits through its recommended custodian.
Client services
Portfolio management
Selection of other advisers
Expertise
Options & derivatives strategies
Tax-loss harvesting
Wealth management
Fee options
1% annually, negotiable
Main office location
Daleiden Wealth Advisors
Mchenry IL, United States
Number of offices
1
Most active in
Daleiden Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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