Delphi Wealth Management LLC

Overview

Delphi Wealth Management LLC is a small, owner-operated advisory firm that focuses on direct portfolio management for individuals and small businesses. The firm runs a fee model that combines a percentage-of-AUM charge with hourly billing, which signals a hybrid client service mix of ongoing investment management and project-based financial planning. Delphi reports being an active ESG investor, and its investment activity is skewed toward liquid equity instruments with a preference for exchange-traded vehicles. With a concentrated client base and a discretionary mandate covering most of its assets, the firm appears to manage customized, high-touch portfolios rather than a large number of standardized model accounts. Advisory services emphasize tailored portfolio construction and implementation across equities and fixed income, with some alternative exposure in commodities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices