$21.9M Total AUM
$21.9M Disc. AUM
-- 3Y CAGR
1 Employees
91 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- PioneerAtlas crest +more
- Established Date
- 07-09-2018
- Office Locations
- 1
Office Locations
418 N Main St. Suite 200 Royal OAK MI
About Deller Wealth Management LLC
Deller Wealth Management is a fee-only, fiduciary planning and investment management firm led by CFP® professional David Deller. The firm works with individuals and families—from young professionals to retirees—on customized retirement and financial planning, coordinating with outside specialists for holistic solutions. Portfolios commonly use mutual funds, ETFs, and fixed income. Relationships are capped at 150 clients per advisor.
Team overview
35 AVG AGE
$21.9M AVG AUM / ADVISOR
$240.4K AVG AUM / CLIENT
7.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Optima alpha Glacier
Client Personas
Prime
Custodian
Insight Delta Momentum
Investment Themes
Focus Frontier
Investment Vehicles
Alpha optima
Platform
Peak summit
Services
Unison quantum Summit Matrix value Ember meridian Summit eagle Harbor Fusion Zenith glacier Alpha Optima quantum Matrix
Technology
Focus peak Unison pioneer Beacon unison Pioneer unison
Owner & Executives
DAVID MARK DELLER
Chief Compliance Officer, Owner
- CRD
- #5927055
- Ownership
- 75% or more
(538) 455-7078
signal.atlas@capitalcapital.com
in linkedin.com/in/atlas-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,877,408 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,877,408 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,877,408
Public Funds:
48.6% Equity - Exchange:
29.1% Cash:
22.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,901,996,865 | 48.6% |
| Equity - Exchange | $1,737,615,407 | 29.1% |
| Cash | $1,331,574,694 | 22.3% |
| Total | $5,971,186,966 | 100.0% |