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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Frontier vitalCapital element
- Established Date
- 07-01-2022
- Office Locations
- 1
Office Locations
About D&s Wealth Management Group
DeLeon & Stang Wealth Management Group (D&S Wealth Management Group) provides integrated wealth management for individuals and families, with an emphasis on retirement income planning, portfolio risk management, tax-conscious strategies, and estate/legacy planning, plus planning support for businesses. The firm’s managed accounts show a strong ETF orientation alongside public funds, and it custody-clears through Charles Schwab & Co.—useful for distribution and platform alignment.
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Owner & Executives
BRETT ADAM FRIEDMAN
Chief Compliance Officer, Financial Professional, Managing Member
- CRD
- #5033484
- Ownership
- 50% but less than 75%
Bradly Lyn Hoffman
Managing Member, Managing Partner
- CRD
- --
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,117,561 | -- |
| Non-Discretionary | $0 | -- |
| Total | $52,117,561 | -- |
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Separately Managed Accounts
Total SMA Asset: $52,117,561
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,069,416,487 | 15.7% |
| Public Funds | $1,008,112,357 | 14.8% |
| Cash | $1,730,138,775 | 25.4% |
| Corporate - Investment Grade | $1,348,690,856 | 19.8% |
| U.S. Government/Agency | $1,655,211,505 | 24.3% |
| Total | $6,811,569,980 | 100.0% |