A complete list of active advisors currently associated with DeLeon Wealth LLC

Warmer can help you find a great advisor at DeLeon Wealth LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at DeLeon Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Konner De Leon	Kennewick, WA	3
Devyn Deleon	Kennewick, WA	4

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