DETTERBECK WEALTH MANAGEMENT

Overview

Detterbeck Wealth Management is an independent registered investment adviser formed in 2017 that serves individuals and families. The firm combines financial planning and portfolio management for individuals and small businesses, and lists accounting among its business activities. Its ownership is held by an individual principal and it operates on a mixed-fee model that includes a percentage-of-AUM fee, hourly charges and fixed fees. The firm does not present itself as a capital allocator; instead it outsources alternative strategies to third-party managers and uses public funds as the primary investment sleeve. Investment activity shows a clear preference for pooled public funds and mutual funds as core building blocks, supplemented with third-party alternative managers across multiple niches. The advisory approach appears geared toward scalable, manager-driven allocations rather than direct underwriting or operating private assets internally.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices