Devyn J. Deleon

DELEON WEALTH LLC

KENNEWICK, WA 99338

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CRD#: 6820005

Professional summary

Devyn Jeremy Deleon, who also goes by Devyn Deleon, is a registered financial advisor currently at DELEON WEALTH LLC located in Kennewick, Washington.

Devyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Devyn has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Devyn Deleon

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Devyn Jeremy Deleon's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 24, 2025 - Present

DELEON WEALTH LLC

Office #1: 201 N Edison St. Suite 229, Kennewick, WA 99338

RIA

CRD#: 334043

KENNEWICK, WA

Past

November 19, 2021 - March 25, 2025

BRIGHTON JONES LLC

RIA

CRD#: 108601

SEATTLE, WA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(4/2/2025)

IAR

North Carolina
(11/6/2025)

IAR

Texas
(3/28/2025)

IAR

Utah
(7/31/2025)

IAR

Washington
(3/24/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/19/2021

Uniform Investment Adviser Law Examination

Current Firm

DELEON WEALTH LLC

DELEON WEALTH | DELEON WEALTH, LLC | DELEON WEALTH LLC

CRD#: 334043 / SEC#:

Idaho

Registered Investment Advisory firm - (4/2/2025 Approved)

North Carolina

Registered Investment Advisory firm - (11/6/2025 Approved)

Texas

Registered Investment Advisory firm - (3/28/2025 Approved)

Utah

Registered Investment Advisory firm - (7/31/2025 Approved)

Washington

Registered Investment Advisory firm - (3/24/2025 Approved)

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Contact information

Main Address

201 N Edison St. Suite 229, Kennewick, WA 99338

Mailing Address

Phone number

(208) 771-3916

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	8
AUM (Assets Under Management)	$ 3,241,949

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Devyn J. Deleon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Devyn Jeremy Deleon's CRS (Customer Relationship Summary).

Certified licenses

Experience

DELEON WEALTH LLC

BRIGHTON JONES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/19/2021

Current Firm

DELEON WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DELEON WEALTH LLC

TRUST BUT VERIFY

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