Devyn Deleon
DeLeon Wealth · Kennewick, Washington
Devyn Deleon is a fee-only financial advisor at DeLeon Wealth in Kennewick, Washington, who holds the CFP credential. Devyn focuses on tax planning, estate & legacy planning and retirement planning. DeLeon Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | DeLeon Wealth |
|---|---|
| Based in | Kennewick, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $20.2M across 140 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in ID, NC, TX, UT, WA · CRD 6820005 |
| Exams passed | Series 65 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.deleonwealth.com |
| Profile |
How Devyn's firm compares
- DeLeon Wealth's average account is about $144,000, from its Form ADV (assets managed divided by 140 accounts).
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Questions about Devyn
Is Devyn Deleon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Devyn holds no broker registration, and DeLeon Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Devyn charge for financial advice?
Devyn's firm, DeLeon Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Devyn Deleon based?
Devyn Deleon is based in Kennewick, Washington.
What does Devyn specialize in?
Devyn's specialties include tax planning, estate & legacy planning and retirement planning.
What credentials does Devyn Deleon hold?
Devyn Deleon holds the CFP credential.
Is Devyn Deleon registered with the SEC?
Yes. Devyn Deleon is registered as an investment adviser representative in ID, NC, TX, UT and WA (CRD 6820005), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DeLeon Wealth manage?
DeLeon Wealth reports $20.2M across 140 accounts in assets under management.
How do I contact Devyn Deleon?
Through Devyn's website, www.deleonwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- DeLeon Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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