# Deleon Wealth LLC

> Deleon Wealth LLC is a state-registered investment advisory firm in Kennewick, WA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 11, 2026.

- CRD: 334043
- Filed as: DELEON WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Kennewick, WA
- Filing period: October 2026
- Form ADV filing dated: September 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334043
- AdvisorCensus page: https://advisorcensus.com/firm/deleon-wealth-llc-kennewick-wa-334043

## Quick answers

**How is Deleon Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Deleon Wealth LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Deleon Wealth LLC located?**
Deleon Wealth LLC's principal office is in Kennewick, WA, according to its Form ADV.

**Is Deleon Wealth LLC registered with the SEC or a state?**
Deleon Wealth LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334043.

**How much does Deleon Wealth LLC manage?**
Deleon Wealth LLC reports $20,212,066 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (99% discretionary).

**What types of clients does Deleon Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (34); high net worth individuals (3).

**Does Deleon Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/334043

**What changed in Deleon Wealth LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $11,207,536 to $20,212,066 (+80%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $20,212,066
- Discretionary: $20,042,472
- Non-discretionary: $169,594

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $12,183,169 |
| High net worth individuals | 3 | $8,028,897 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID, NC, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- deleonwealth.com
- Facebook @DeLeon-Wealth
- LinkedIn @deleon-wealth

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $11,207,536 to $20,212,066 (+80%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Deleon Wealth LLC (CRD 334043): Form ADV filing data as of October 2026.