Deller Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$21,877,408
Clients
79
25% 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
79
Very HighAverage account size
$276,929
About
The firm provides wealth management and comprehensive financial planning to individuals, high‑net‑worth clients, and businesses, offering ongoing portfolio management, project‑based engagements, and tailored financial planning. It also offers advice and quarterly monitoring for held‑away accounts such as workplace retirement plans and 529s in addition to managing accounts held at third‑party custodians.
Its investment process emphasizes diversified asset allocation across asset classes and strategy styles, using both strategic and tactical allocation informed by fundamental, technical, cyclical, and charting analysis, and primarily recommending public securities and funds. The firm manages client accounts on a non‑discretionary basis—requiring client authorization for trades—and conducts regular reviews, while not providing separate written or electronic reporting to wealth management clients.
Distinctive operational items include reporting $21,877,408 of non‑discretionary assets under management and treating advised held‑away assets as part of its AUM for fee purposes, with held‑away advisory fees billed via a third‑party payment processor. The firm does not vote client proxies, does not aggregate (block) trades across client accounts, and discloses it receives no third‑party compensation for recommending investment products.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Business ownership considerations
Occupation focus
Founder/Business Owner
Fee options
Project Based Financial Planning fees range from $250 to $10,000 depending on scope; Comprehensive Financial Planning includes a $250 upfront fee plus monthly ongoing fees negotiated with client
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.75% $2,500,001+: 0.50%
Minimum fee: $6,000 per year for Wealth Management Services
Main office location
Deller Wealth Management LLC
418 N Main St., Suite 200
Royal Oak MI 48067, United States
Number of offices
1
Most active in
Deller Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
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
Quick links
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