# DELEON WEALTH

DELEON WEALTH is a Multi Family Office based in Kennewick, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Kennewick, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** deleonwealth.com
- **LinkedIn:** https://www.linkedin.com/company/deleon-wealth

## Regulatory record

- **CRD number:** 334043
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334043

## About

Deleon Wealth LLC is a state-registered investment adviser in Kennewick, WA. The firm manages $11 million in assets on a discretionary basis. It has 2 employees and 2 investment advisers.

## Sectors

- Financial Services

## People

- Alvin Carlos — CFA, CFP, Managing Partner

## Questions

### How does DELEON WEALTH charge for its services?

DELEON uses a flat-fee model rather than an assets-under-management fee. The firm publishes a fee schedule charging between $3,600 and $8,400 annually for comprehensive financial planning, which includes investment management, tax planning, and equity compensation guidance. There are no minimum asset requirements, and the firm does not earn commissions or sell products.

### Who runs investment decisions at DELEON WEALTH?

Alvin Carlos, a CFA and CFP charterholder, serves as Managing Partner and makes all investment and planning decisions. Prior to founding DELEON in 2019, Carlos held advisory roles at District Capital Management and other registered investment advisors. The firm does not currently list additional partners or investment committee members.

### Does DELEON WEALTH specialize in serving a particular client type?

DELEON focuses on San Francisco-based tech professionals who hold significant concentrated equity positions through restricted stock units or employee stock purchase plans. The firm's practice includes a heavy emphasis on tax-efficient diversification — coordinating RSU liquidation schedules, Roth conversions, and tax-loss harvesting across taxable and retirement accounts.

### Is DELEON WEALTH a fiduciary?

Yes. DELEON operates as a fee-only registered investment advisor and holds a fiduciary duty on all client relationships. The firm's ADV filings and client agreements affirm a legal obligation to place client interests ahead of the firm's own — a requirement that its flat-fee pricing model reinforces by eliminating product-based compensation.

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Last updated: 2026-07-06T01:24:15.190Z

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