D
CRD: 323892
Daleiden Wealth Advisors
Mchenry, IL
8152604516
$21.5M Total AUM
$21.5M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-02-2023
- Office Locations
- 1
Office Locations
-- Mchenry IL
About Daleiden Wealth Advisors
Daleiden Wealth Advisors is a Mchenry-based RIA. The firm has been operating for 3 years. Managing $21.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Insurance.
Team overview
-- AVG AGE
$21.5M AVG AUM / ADVISOR
$597.2K AVG AUM / CLIENT
3.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Vector ember Timber
Client Personas
Beacon meridian
Investment Themes
Vertex beacon
Investment Vehicles
Element
Services
Signal Vertex delta
Owner & Executives
N
NICHOLAS JAMES DALEIDEN
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #1282166
- Ownership
- 75% or more
(676) 323-1585
beacon.summit@eaglecapital.com
in linkedin.com/in/wave-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,500,000
Equity - Exchange:
9.9% U.S. Government/Agency:
10.9% Public Funds:
43.2% Cash:
24.5% Corporate - Investment Grade:
11.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $744,161,596 | 9.9% |
| U.S. Government/Agency | $819,329,434 | 10.9% |
| Public Funds | $3,247,250,599 | 43.2% |
| Cash | $1,841,612,030 | 24.5% |
| Corporate - Investment Grade | $864,430,136 | 11.5% |
| Total | $7,516,783,795 | 100.0% |