Desla Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$32,701,725
Total clients
49
29% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
25
Average account size
$667,382
About
Desla Wealth Management provides investment advisory and financial planning services to individuals as well as retirement plan sponsors, corporations, trusts, and other institutional clients. The firm reports roughly $32.7 million in discretionary assets under management across about 49 client relationships and delivers portfolio management through its sponsored wrap-fee wealth management program.
The firm designs client portfolios under a Strategic Wealth Management program and customizes allocations to individual risk tolerance and objectives, using limited discretionary authority within its wrap-fee platform. Financial planning is offered as a separate service and clients may implement planning recommendations independently or through the firm’s investment adviser representatives.
Notable from the firm’s brochure is that Desla sponsors its own wrap-fee program and that its investment adviser representative is also licensed as an insurance agent who may sell insurance products for commissions; the brochure discloses these potential conflicts and describes policies and oversight intended to address them. The firm also offers a Qualified Retirement Plan program that integrates multiple plan types for plan sponsors (while noting it is not an ERISA 3(38) investment manager) and states it does not currently refer client accounts to other advisors.
Client services
Expertise
Occupation focus
Fee options
Up to 1.0% of Plan assets for Qualified Retirement Plan Program
Insurance sales commissions earned by IAR in separate capacity as insurance agent
Up to $250 per hour for financial planning services
Minimum fee: $1,000 minimum for Qualified Retirement Plan Program (negotiable) Fee-only: Financial planning services charged up to $250 per hour
Main office location
Desla Wealth Management
7000 Vista Drive, Suite 193
West Des Moines IA 50266, United States
Number of offices
1
Most active in
Iowa · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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