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DELLER WEALTH MANAGEMENT LLC

CRD 297975

Visit website

418 N MAIN ST., SUITE 200, ROYAL OAK, MI, 48067, United States

Phone

248-565-3777

Fax

Registration

— (—)

Source

State registered

Total AUM

$21.9M

Discretionary AUM

$21.9M

Team

1 total employees; 1 advisory reps; 12 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals59$6.1M
High net worth individuals20$15.7M

All web addresses on file

Official SEC filing: View on IAPD