DESLA WEALTH MANAGEMENT

Overview

Desla Wealth Management is an independent, owner-operated RIA serving individuals and families with financial planning and portfolio management targeted at smaller household relationships. The firm combines advisory services with insurance brokerage, which is reflected in a fee mix that includes a percentage of AUM, hourly consulting fees and commission-based business. That structure supports both ongoing discretionary portfolio management and transactional activity tied to insurance and annuity solutions. Investment activity is concentrated in publicly traded equities and exchange-traded instruments. The firm’s stated preference is equities, and its advisory offering appears built around liquid, ETF- and stock-based strategies for core exposures, supplemented by mutual funds and annuity products where appropriate. Services appear geared to tax-aware and cash-flow planning for individual clients rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices