DeLeon Wealth LLC

DeLeon Wealth LLC provides ongoing portfolio management, retirement plan advisement, and financial planning for individual clients. The firm manages roughly $11 million in client assets across a small client base (27) and charges asset‑based fees for its advisory services.

The firm’s investment approach blends fundamental analysis, modern portfolio theory, and technical analysis, and uses a bucketed cash‑needs framework (short, intermediate, and long‑term buckets) to align allocations with withdrawal timelines. Portfolios primarily employ mutual funds and ETFs but may include private credit, and the firm uses both long‑term trading and options strategies; it may also direct clients to third‑party managers such as Dimensional Fund Advisors and offers client‑directed socially conscious screening.

Notable distinctions for a firm of this size include access to a broad set of investment vehicles — the brochure discloses potential allocations to private equity, venture capital, interval funds, and covered and uncovered options — and an explicit custodian arrangement requiring Schwab Institutional or Altruist. The firm also discloses several operational practices that differ from many peers: it does not aggregate block trades, may receive fee‑sharing from third‑party advisers it recommends, and maintains standing letters of authorization to transfer client funds for a subset of accounts.