RIA Intel›Advisers›Michigan›DELLER WEALTH MANAGEMENT LLC

DELLER WEALTH MANAGEMENT LLC

Advisory

ROYAL OAK, MI

Data as of Mar 12, 2026 · Source: SEC Form ADV

Average account
$137K
across 160 accounts
AUM per adviser
$22M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM
$22M
Discretionary %
100%
Clients
79
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$22M
Discretionary AUM$22M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients79
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

KEY CONCERNS INC
WYANDOTTE, MI
$22M
RM INVESTMENT STRATEGIES, LLC
GRAND RAPIDS, MI
$22M
SKYSAIL WEALTH MANAGEMENT LLC
$22M
ARROW INVESTMENT MANAGEMENT, LLC
FARMINGTON HILLS, MI
$22M
OLSON CONSULTING LLC
$22M
ADVANCED FINANCIAL MANAGEMENT, INC.
LAMBERTVILLE, MI
$22M

Get the full picture on DELLER WEALTH MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track DELLER WEALTH MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans