Deasil Wealth Management LLC

Overview

Deasil Wealth Management LLC is a small, independent registered investment adviser that focuses on individual and family clients. The firm combines financial planning with discretionary portfolio management and supplementing client relationships through publications and educational workshops. Its fee model includes asset-based fees alongside hourly and fixed-fee engagements, which allows flexibility for both ongoing investment management and one-off planning work. Investment behavior shows a clear equity tilt: the firm favors exchange-traded equities as the primary building block for client portfolios. Deasil is not positioned as an ESG-focused manager. Given the mix of services and the modest asset base, the firm appears to run a client-centric, hands-on practice—sizing portfolios around listed equities and using third-party managers where appropriate for non-core exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices