Daleiden Wealth Advisors

Overview

Daleiden Wealth Advisors is a small, owner-operated advisory practice that concentrates on discretionary portfolio management for individuals, families and small businesses. The firm operates as a sole proprietorship and charges clients on a percentage-of-assets basis. Investment activity shows a clear tilt toward publicly traded equities as the dominant allocation, while the advisor also selects third-party managers for portions of client portfolios. The firm does not position itself as an ESG investor and is not registered as a multi-state adviser. Investment approach appears to be a blend of direct market exposure to exchange-traded equities for liquidity and transparency, combined with selective use of outside managers for specialty allocations. As a capital allocator, the advisor supplements equity exposure with alternative real estate vehicles and mutual funds to achieve diversification, income and tactical positioning. Portfolio solutions are delivered on a discretionary basis, allowing the adviser to implement rebalancing, tax management and manager selection without seeking direction for each trade.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices