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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 11-10-2015
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 27 clients, or 27 clients per representative. That equates to $188.8K in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on March 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
RANDALL STEVEN AVERY
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #6413662
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Deasil Wealth Management LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.