RIA Intel›Advisers›Washington›DELEON WEALTH LLC

DELEON WEALTH LLC

Advisory

KENNEWICK, WA

Data as of Feb 25, 2026 · Source: SEC Form ADV

Average account

$142K

across 79 accounts

AUM per adviser

$6M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 25, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$197K

Discretionary %98.2%

Total Clients30

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InID, NC, TX, UT, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

30 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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