CRD: 134849
VON Adelung Wealth Management
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2005
- Office Locations
- 1
Office Locations
About VON Adelung Wealth Management
von Adelung Wealth Management is a Montrose, CA registered investment adviser led by principal advisor Gray von Adelung, delivering financial planning, portfolio construction and ongoing asset management, including estate and insurance planning. The firm often serves entrepreneurs and builds portfolios primarily with ETFs alongside U.S. government/agency bonds. Dedicated CFO and operations manager support day-to-day client needs; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Trevor Lalisan
Owner
- CRD
- #7640915
- Ownership
- 25% but less than 50%
Gray von Adelung
Chief Compliance Officer, Financial Advisor, General Partner, PORTFOLIO MANAGER
- CRD
- #1719033
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,994,970 | -- |
| Non-Discretionary | $20,960,207 | -- |
| Total | $85,955,177 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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