DELEON WEALTH LLC

DELEON WEALTH LLC of KENNEWICK, WA is an SEC-registered investment adviser (CRD 334043). Regulatory assets under management: $11.2M.

Registration

• CRD: 334043
• Type: Registered investment adviser
• Location: 201 N EDISON ST., KENNEWICK, WA, 99338
• Phone: 208-771-3916
• Latest filing: 2026-02-25
• Regulatory AUM: $11.2M
• Discretionary AUM: $11.0M
• Non-discretionary AUM: $197K
• Clients: 2
• Accounts: 79

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 334043 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search