# Deliberate Wealth

> Deliberate Wealth is a state-registered investment advisory firm in Advance, NC, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 29, 2026.

- CRD: 340396
- Filed as: DELIBERATE WEALTH
- Legal name: Deliberate Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Advance, NC
- Filing period: October 2026
- Form ADV filing dated: June 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/340396
- AdvisorCensus page: https://advisorcensus.com/firm/deliberate-wealth-advance-nc-340396

## Quick answers

**How is Deliberate Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Deliberate Wealth reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Deliberate Wealth located?**
Deliberate Wealth's principal office is in Advance, NC, according to its Form ADV.

**Is Deliberate Wealth registered with the SEC or a state?**
Deliberate Wealth is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 340396.

**How much does Deliberate Wealth manage?**
Deliberate Wealth reports $0 in regulatory assets under management in its Form ADV filing dated June 29, 2026.

**Does Deliberate Wealth 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/340396

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- deliberatewealthmanagement.com
- Facebook @Brandon-Schneider-Deliberate-Wealth
- Instagram @deliberatewealthbrandon
- TikTok @deliberatewealthbrandon
- YouTube @UC-VWO8qlS0Ez_Cq4SJrOZSw

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Deliberate Wealth (CRD 340396): Form ADV filing data as of October 2026.