Daleiden Wealth Advisors

Daleiden Wealth Advisors provides discretionary and non‑discretionary asset management and related financial planning to individual clients, including high‑net‑worth individuals. The firm reports managing about $21.5 million in client assets and does not impose a minimum account size.

Investment programs are tailored to documented client goals, time horizons, and risk tolerances, and the firm uses fundamental and technical/charting analysis across strategies that can include long‑term holdings, short‑term trading, options (including covered and uncovered positions), and derivatives. Accounts are reviewed at least quarterly and, when appropriate, the firm may engage third‑party sub‑advisors to manage all or a portion of client assets while retaining responsibility for the client relationship and the authority to hire or terminate those sub‑advisors.

Distinctive features relative to many peers include routine use of sub‑advisors with their work bundled into the firm’s stated advisory fee and an affiliated insurance practice that occupies roughly 10% of the firm’s time and may generate separate commission compensation (disclosed as a potential conflict). The firm also discloses that it does not aggregate trades across accounts, does not vote client proxies, and may receive custodial research or other soft‑dollar benefits through its recommended custodian.