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DESLA WEALTH MANAGEMENT LLC

Advisory

WEST DES MOINES, IA

Data as of Mar 14, 2026 · Source: SEC Form ADV

Average account
$419K
across 78 accounts
AUM per adviser
$33M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 14, 2026.

Total AUM
$33M
Discretionary %
100%
Clients
49
Employees
3

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$33M
Discretionary AUM$33M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients49
Team
Total Employees3
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IA

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

BALLHEIM FINANCIAL LLC
$32M
FINANCIAL INVESTMENTS RESEARCH & MANAGEMENT LLC
CORALVILLE, IA
$32M
0.0% 1Y
VAN HEUVELEN, WAYNE F.
DES MOINES, IA
$35M
JEPSEN ENTERPRISES, INC.
$35M
CUNNINGHAM WEALTH MANAGEMENT, L.L.C.
DES MOINES, IA
$36M
AFSC ADVISORS, INC
COUNCIL BLUFFS, IA
$37M

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