$32.7M Total AUM
$32.7M Disc. AUM
-- 3Y CAGR
3 Employees
51 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-21-2021
- Office Locations
- 1
Office Locations
7000 Vista Drive Suite 193 West DES Moines IA
About Desla Wealth Management
Desla Wealth Management is a state-registered RIA in West Des Moines, IA, providing financial planning and portfolio construction for retail clients, including business owners, with support across tax, estate, retirement and insurance needs. Portfolios are implemented primarily with ETFs and asset-allocation strategies, with exposure options including fixed income and commodities; custody includes LPL Financial.
Team overview
38 AVG AGE
$32.7M AVG AUM / ADVISOR
$641.2K AVG AUM / CLIENT
3.1 yrs AVG TENURE
3 Employees
1 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
Premium access reveals conviction themes in legacy pathway capital.
Full visibility includes strategy notes for horizon ember.
Open the full profile to inspect shifts in glacier harbor.
Unlock to compare peer behavior around insight beacon.
Request access to benchmark trends tied to ember radial.
Request access to benchmark trends tied to bridge bridge.
Upgrade to reveal position-level detail across catalyst insight.
See the complete signal summary connected to value radial.
Asset Classes
Delta Bridge Beacon
Client Personas
Horizon Beacon legacy
Custodian
Element vital Glacier Foundation atlas Pioneer Optima
Investment Themes
Unison radial Horizon value Matrix
Investment Vehicles
Insight harbor Matrix crest
Services
Ember vital Unison Foundation Crest Radial unison Pioneer atlas Delta Crest glacier Glacier crest
Owner & Executives
DEAN KHATIB
Chief Compliance Officer, Portfolio Manager
- CRD
- #5848366
- Ownership
- 75% or more
(307) 527-2406
vertex.element@vitalcapital.com
in linkedin.com/in/catalyst-capital
Showing 1 of 1 owners & executives
Unlock allContacts
A
Andrew Paul Wright
--
- CRD
- #8130849
(850) 305-4813
eagle.pioneer@momentumcapital.com
in linkedin.com/in/eagle-value
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,701,725 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,701,725 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $32,701,725
Equity - Exchange:
61.1% Cash:
38.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,647,008,084 | 61.1% |
| Cash | $1,048,586,161 | 38.9% |
| Total | $2,695,594,245 | 100.0% |