Devryll Wealth Management

Overview

Devryll Wealth Management is a small, owner-operated independent registered investment adviser organized as an LLC that serves individual and family clients. The firm positions itself as a capital allocator and provides fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. Core advisory services are financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Devryll does not identify as an active ESG investor, and it is not described as a multi-state or pension consulting adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives