Deleon Wealth LLC

Overview

Deleon Wealth LLC is an independent, individually owned registered investment adviser operating as a limited liability company. The firm serves both individuals/families and institutional clients and functions as a capital allocator—sourcing and placing client capital with third‑party managers in addition to managing portfolios directly. Its advisory services focus on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include both percentage‑of‑assets and fixed‑fee engagements. The firm identifies itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives