DELEON WEALTH LLC
Firm details
- Headquarters
- KENNEWICK, Washington
- CRD number
- 334043
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI95.73%
- Individuals4.27%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Deleon Wealth LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm provides financial planning, portfolio management for individuals and small businesses, and acts as a selector of third‑party advisers, positioning itself as a capital allocator for client assets. Its client base includes both individual & family and institutional relationships. Fee arrangements are flexible and include AUM fees, hourly billing, and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Cash & Cash Equivalents15%
- Exchange Traded Equities10%
Owners & executives
1 of 1DEVYN DELEON
Co-Founder and CEOCRD 6820005
Contacts
1 of 1Konner DeLeon
Co-Founder & CCOCRD 7587960
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
KENNEWICK, WA
BENTON
Location
KENNEWICK, WA
Headquartered in KENNEWICK, WA, anchoring the Kennewick-Richland-Walla Walla, WA metro in the West.
- Metro area
- Kennewick-Richland-Walla Walla, WA
- Region
- West
- County
- BENTON
- Address
- 201 N Edison St
- Time zone
- PT (UTC-8)
- Office locations
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