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DELEON WEALTH LLC
CRD 334043
201 N EDISON ST., SUITE 229, KENNEWICK, WA, 99338, United States
Phone
208-771-3916
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$11.2M
Discretionary AUM
$11.0M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $478K |
| High net worth individuals | 12 | $10.7M |
| Pension/profit sharing plans | 3 | $0 |
All web addresses on file
Official SEC filing: View on IAPD