# Deller Wealth Management LLC

> Deller Wealth Management LLC is a state-registered investment advisory firm in Royal Oak, MI, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 297975
- Filed as: DELLER WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Royal Oak, MI
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297975
- AdvisorCensus page: https://advisorcensus.com/firm/deller-wealth-management-llc-royal-oak-mi-297975

## Quick answers

**How is Deller Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Deller Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Deller Wealth Management LLC located?**
Deller Wealth Management LLC's principal office is in Royal Oak, MI, according to its Form ADV.

**Is Deller Wealth Management LLC registered with the SEC or a state?**
Deller Wealth Management LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 297975.

**How much does Deller Wealth Management LLC manage?**
Deller Wealth Management LLC reports $21,877,408 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**What types of clients does Deller Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (59); high net worth individuals (20).

**Does Deller Wealth Management 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/297975

## 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: $21,877,408
- Discretionary: $21,877,408
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 59 | $6,141,002 |
| High net worth individuals | 20 | $15,736,406 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dellerwealthmanagement.com
- Facebook @dellerwealthmanagement

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Deller Wealth Management LLC (CRD 297975): Form ADV filing data as of October 2026.