|
⚲
|
| Delgado Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 305721 |
| SEC # | 801-132758 |
| CIK # | |
| AUM | $105.3 M (2025-07-01) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 407-462-5486 |
| Address | 3322 Clay Ave Orlando, FL 32804 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 19.2 |
| (b) Individuals (high net worth individuals) | 23 | 83.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 3.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 266 | 105.3 |
| By Discretionary | ||
| Discretionary | 266 | 105.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 266 | 105.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 105.3 | |
| Total | 266 | 105.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Abel Financial Management Co
✚
|
0.1 | |
|
Stone Steps Financial LLC
✚
|
CA | 0.1 |
|
AG Financial LLC
✚
|
UT | 0.1 |
|
Stumpf Capital Management LLC
✚
|
0.1 | |
|
Stites Financial Consulting
✚
|
CA | 0.1 |
|
Castle Financial & Retirement Planning Associates Inc
✚
|
NJ | 0.1 |
|
Ironhorse Capital LLC
✚
|
TN | 0.1 |
|
TCN Private Wealth Management LLC
✚
|
0.1 | |
|
Bespoke Advisory LLC
✚
|
CO | 0.1 |
|
Index Technologies Group LLC
✚
|
NY | 0.1 |