# Desla Wealth Management

> Desla Wealth Management is a state-registered investment advisory firm in West des Moines, IA, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 14, 2026.

- CRD: 310235
- Filed as: DESLA WEALTH MANAGEMENT
- Legal name: Desla Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: West des Moines, IA
- Filing period: October 2026
- Form ADV filing dated: March 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310235
- AdvisorCensus page: https://advisorcensus.com/firm/desla-wealth-management-west-des-moines-ia-310235

## Quick answers

**How is Desla Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Desla Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Desla Wealth Management located?**
Desla Wealth Management's principal office is in West des Moines, IA, according to its Form ADV.

**Is Desla Wealth Management registered with the SEC or a state?**
Desla Wealth Management is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 310235.

**How much does Desla Wealth Management manage?**
Desla Wealth Management reports $32,701,725 in regulatory assets under management in its Form ADV filing dated March 14, 2026 (100% discretionary).

**What types of clients does Desla Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35); high net worth individuals (14).

**Does Desla Wealth Management 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/310235

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Commissions

### Regulatory assets under management (Item 5.F)
- Total: $32,701,725
- Discretionary: $32,701,725
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $9,163,012 |
| High net worth individuals | 14 | $23,538,713 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: IA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- deslawealth.com
- LinkedIn @dean-khatib-853b2b29

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Desla Wealth Management (CRD 310235): Form ADV filing data as of October 2026.