DeLeon Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$11,207,536
Total clients
27
44% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
14
Average account size
$415,094
About
DeLeon Wealth LLC provides ongoing portfolio management, retirement plan advisement, and financial planning for individual clients. The firm manages roughly $11 million in client assets across a small client base (27) and charges asset‑based fees for its advisory services.
The firm’s investment approach blends fundamental analysis, modern portfolio theory, and technical analysis, and uses a bucketed cash‑needs framework (short, intermediate, and long‑term buckets) to align allocations with withdrawal timelines. Portfolios primarily employ mutual funds and ETFs but may include private credit, and the firm uses both long‑term trading and options strategies; it may also direct clients to third‑party managers such as Dimensional Fund Advisors and offers client‑directed socially conscious screening.
Notable distinctions for a firm of this size include access to a broad set of investment vehicles — the brochure discloses potential allocations to private equity, venture capital, interval funds, and covered and uncovered options — and an explicit custodian arrangement requiring Schwab Institutional or Altruist. The firm also discloses several operational practices that differ from many peers: it does not aggregate block trades, may receive fee‑sharing from third‑party advisers it recommends, and maintains standing letters of authorization to transfer client funds for a subset of accounts.
Client services
Expertise
Fee options
Fixed fees for financial planning range from $5,000 to $10,000 depending on complexity.
$0 - $3,000,000: 0.95% annually (0.23% quarterly) $3,000,001 - $5,000,000: 0.85% annually (0.21% quarterly) $5,000,001 - $10,000,000: 0.75% annually (0.18% quarterly) $10,000,001 - $20,000,000: 0.50% annually (0.12% quarterly) $20,000,001+: 0.35% annually (0.08% quarterly)
Hourly rate for financial planning is $200/hour.
Account minimum: $250,000 Minimum fee: Minimum quarterly advisory fee of $1,250 or 1.25% on assets under $526,316; minimum fee can be waived at discretion. Fee-only: Portfolio management fees based on tiered schedule; fixed fees for financial planning $5,000 to $10,000; hourly fee $200/hour.
Main office location
DeLeon Wealth LLC
201 N Edison St., Suite 229
Kennewick WA 99338, United States
Number of offices
3
Most active in
Idaho · North Carolina · Texas · Utah · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Quick links
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