AW
CFA
AW
CFA
Andrew Wright is a CFA-designated registered investment advisor at Desla Wealth Management, based in West Des Moines, IA. Their practice areas include Education Planning, Estate Planning, Retirement Planning, Tax Planning. Their firm serves 44 clients with $29M in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$29.0M
Fee Structure
- Financial planning services are offered at $250 per hour. Fees are negotiable.
Hourly Rate:$250/hr
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Location
1080 Jordan Creek Pkwy., Ste. 202C, West Des Moines, IA, 50266
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Desla Wealth Management
July 2025 - Present · 10 mos
State Registrations1 state
IA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.