DALEIDEN WEALTH ADVISORS

DALEIDEN WEALTH ADVISORS is an SEC-registered investment adviser (CRD 323892). Regulatory assets under management: $21.5M.

Registration

• CRD: 323892
• Type: Registered investment adviser
• Phone: 815-260-4516
• Latest filing: 2026-02-09
• Regulatory AUM: $21.5M
• Discretionary AUM: $21.5M
• Clients: 1
• Accounts: 52

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323892 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search