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Deller Wealth Management LLC CRD 297975
$21.9M regulatory AUM 12 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
418 N Main St. Suite 200, Royal Oak, MI 48067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-02-07 |
Branch Locations
418 N Main St. Suite 200, Royal Oak, MI 48067 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Rochester Hills | MI | 06/2016 | 05/2018 |
| Raymond James Financial Services Advisors Inc. | Rochester Hills | MI | 06/2016 | 05/2018 |
| Raymond James Financial Services, Inc. | Bloomfield Hills | MI | 05/2018 | 06/2018 |
| Raymond James Financial Services Advisors, Inc. | Bloomfield Hills | MI | 05/2018 | 06/2018 |
| Deller Wealth Management Llc | Royal Oak | MI | 07/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-30 |
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