Deasil Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,096,668
Clients
21
5% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
TypicalAverage account size
$242,698
About
Deasil Wealth Management LLC serves individuals (including high‑net‑worth clients), charities, and business entities and does not require a minimum account size. The firm offers financial planning, discretionary and non‑discretionary portfolio management, a monthly cash‑flow coaching service, and may refer clients to vetted third‑party investment advisers.
The firm’s investment process blends quantitative examination of historical return and risk trends with qualitative judgment to develop model portfolios aligned with clients’ objectives and risk tolerances; portfolios are monitored and rebalanced as needed, with reviews offered on a biannual and annual basis. Technology supports the process — the firm discloses limited use of artificial intelligence and other research tools — but all recommendations and plans are reviewed and determined by the adviser.
What distinguishes this solo practice from many peers is its active educational program and media presence: the firm operates an educational YouTube channel, participates in interviews, conducts paid speaking engagements, and the owner has authored a personal finance book, and the brochure discloses plans for periodicals/newsletters and seminars or workshops. The firm also relies on third‑party service providers and virtual assistants for administrative, marketing, and analytical support and has expanded disclosures about cybersecurity safeguards and related operational risks.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
Cash flow / budgeting
Options & derivatives strategies
Fee options
Financial planning fixed fees $1,100 - $12,000 (negotiable); Initial Cash Flow Management client set-up fee $350
$0 - $200,000: 1.75% $200,000 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000+: 1.00%
Financial planning hourly fees $200 - $700 (negotiable)
Cash Flow Management monthly fees $250 - $1,250 depending on plan
Minimum fee: Minimum annual fee of $1,100 for AUM services Fee-only: Financial planning fixed fees $1,100 - $12,000 (negotiable); hourly fees $200 - $700 (negotiable); Cash Flow Management monthly fees $250 - $1,250 depending on plan
Main office location
Deasil Wealth Management LLC
Scottdale GA, United States
Number of offices
1
Most active in
Deasil Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Georgia · Texas
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:
-
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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