Devryll Wealth Management

Overview

Devryll Wealth Management is an independent Registered Investment Adviser organized as an LLC that serves individuals and families. The firm operates as a capital allocator, combining financial planning with portfolio management and the selection of outside advisers when appropriate. Its fee structure is flexible, offering percentage-of-AUM billing alongside hourly and fixed-fee arrangements, which allows it to tailor billing to client needs. On the investment side, Devryll Wealth Management relies primarily on pooled public vehicles for core allocations and supplements those with curated alternative exposures. The firm does not position itself as an active ESG investor and its advisory footprint is focused on a single-state client base. Services emphasize customized planning and discretionary portfolio management for individual and small-business clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices