DeLeon Wealth LLC
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About
DeLeon Wealth LLC provides discretionary and non-discretionary investment management and standalone financial planning to individual clients. Its services encompass portfolio construction and monitoring, financial planning accessible via RightCapital, and the ability to use sub‑advisors and a range of investment vehicles from mutual funds and ETFs to private equity and venture capital.
The firm’s investment process blends fundamental and technical analysis with Modern Portfolio Theory to build client‑specific asset allocations and conducts regular reviews (at least quarterly) with clients; planning is integrated into the asset‑management relationship. DeLeon may delegate portfolio management to sub‑advisors — including a direct‑indexing option — and accommodates client restrictions such as ESG screening and option strategies when appropriate.
Compared with many peers, DeLeon’s operating model is notable for offering access to direct indexing through an external sub‑advisor and for including ongoing financial planning for managed clients without a separate planning fee. The firm also uses a limited set of custodians (Charles Schwab and Altruist), manages accounts separately rather than aggregating trades, and does not vote client proxies, operational features that differ from typical supported advisors.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees between $5,000 and $10,000; billed 50% in advance
$0 - $3,000,000: 0.95% annually $3,000,000.01 - $5,000,000: 0.85% annually $5,000,000.01 - $10,000,000: 0.75% annually $10,000,000.01 - $20,000,000: 0.50% annually $20,000,000.01+: 0.35% annually
Account minimum: $250,000 Minimum fee: Minimum quarterly fee of $1,250 which can be waived at firm's discretion
Main office
201 N Edison St., Suite 229
Kennewick WA 99338
Advisors at this office
2
Most active in
Idaho · North Carolina · Texas · Utah · Washington
Also doing business as
Deleon Wealth · Deleon Wealth LLC · Deleon Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Konner D
Series 65
Kennewick, WA
DeLeon Wealth LLC
Konner De Leon is a financial advisor with DeLeon Wealth LLC in Kennewick, WA, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Brighton Jones LLC and DeLeon Insurance & Financial Services, LLC, as well as a background that includes full-time studies and early employment in the hospitality sector. DeLeon Wealth LLC provides discretionary and non-discretionary investment management and standalone financial planning to individual clients. The firm combines fundamental and technical analysis with Modern Portfolio Theory to create client-specific portfolios, offers direct indexing through sub-advisors, and integrates ongoing financial planning without a separate fee.
Devyn D
CFP®, Series 65
Kennewick, WA
DeLeon Wealth LLC
Devyn Deleon is a CFP® and holds a Series 65 license, serving as a financial advisor at DeLeon Wealth LLC with four years of industry experience. Prior to joining DeLeon Wealth, Devyn worked at Brighton Jones LLC and Russell Investments. DeLeon Wealth LLC provides discretionary and non-discretionary investment management and standalone financial planning to individual clients. The firm combines fundamental and technical analysis with Modern Portfolio Theory to build customized asset allocations and integrates financial planning into the asset-management relationship, offering access to direct indexing through sub-advisors and accommodating client-specific restrictions.
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