$5.1M Total AUM
$5.1M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
10 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- WaveFoundation horizon
- Established Date
- 11-10-2015
- Office Locations
- 1
Office Locations
-- Scottdale GA
About Deasil Wealth Management LLC
Deasil Wealth Management is a fee-only, fiduciary planning firm led by Randall Avery, CFP®, CFA, serving pre-retirees, self-employed individuals, and practice owners. The firm provides retirement and broader financial planning, supports clients via virtual collaboration tools, and implements portfolios primarily with public funds such as mutual funds and ETFs.
Team overview
-- AVG AGE
$5.1M AVG AUM / ADVISOR
$188.8K AVG AUM / CLIENT
10.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Ember insight
Client Personas
Beacon Vital
Custodian
Value foundation Element Delta quantum Quantum oak Vital Timber Radial
Investment Themes
Momentum Frontier pathway
Investment Vehicles
Capital alpha
Services
Catalyst Fusion glacier Zenith insight Focus Horizon bridge Zenith
Technology
Oak Fusion
Owner & Executives
RANDALL STEVEN AVERY
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #6413662
- Ownership
- 75% or more
(578) 385-2113
optima.glacier@northcapital.com
in linkedin.com/in/bridge-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,096,668 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,096,668 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,096,668
Equity - Exchange:
26.3% Public Funds:
19.3% Cash:
54.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $693,808,479 | 26.3% |
| Public Funds | $509,144,625 | 19.3% |
| Cash | $1,435,101,949 | 54.4% |
| Total | $2,638,055,053 | 100.0% |