Deller Wealth Management LLC

Deller Wealth Management LLC (CRD# 297975) is a financial advisory firm headquartered in Royal Oak, MI. They manage $14,087,139 in 145 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
418 N Main St., Suite 200, Royal Oak, MI 48067
https://www.facebook.com/dellerwealthmanagement
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $97,153
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Deller Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Deller, financial advisor Royal Oak MI
David M. Deller
CRD#: 5927055
418 N Main St., Suite 200, Royal Oak, MI 48067

David Deller (CRD# 5927055) is an Investment Advisor Representative working at Deller Wealth Management LLC in Royal Oak, MI and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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