Delta Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 281691
- Website
- deltawm.com
- Custodians
- CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC, J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.98%
- Charitable Organizations2.02%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Delta Wealth Management, LLC is an individually owned limited liability company that operates as a capital allocator and registered investment adviser. The firm charges fees as a percentage of assets under management and focuses its advisory work on portfolio management for individuals and small businesses, as well as selecting other advisers or external managers on clients’ behalf. Its client base includes both individual/family clients and institutional accounts. Delta does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- State & Local Bonds35%
- Cash & Cash Equivalents11%
Contacts
2 of 2
Robert Defruscio
Founder and Managing PartnerCRD 4690682
Ilda O'brien
Portfolio ManagerCRD 2648059
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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