Delos Wealth Advisors LLC

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Assets, Funds, Holdings

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Delos Wealth Advisors LLC
✚
CRD #300734
SEC #801-119589
CIK #0001878326
AUM 185.6 M (2026-03-30)
Employees 8 (75% Investors, 0% Brokers)
Fees
Minimum
Phone972-810-1610
Address1845 Woodall Rodgers Fwy
Dallas, TX 75201
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($M)
190152114763802010201520212027
In the News
Thu, 03 Sep 2026 Delos Wealth Advisors LLC Acquires New Position in Intel Corporation $INTC — MarketBeat
Sector Form 13F Holdings Value ($M)
SPDR Gold Trust 8.3
Agnico Eagle Mines Ltd 8.0
Apple Inc 7.1
Wal Mart Stores Inc 6.8
Microsoft Corp 5.4
Alliant Energy Corp 5.2
Alphabet Inc 3.1
Amazon Com Inc 2.5
 
 
 
Holdings by Sector ($M)
180144108723602021202320252027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 33 10.3
(b) Individuals (high net worth individuals) 59 161.1
(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 0 0.0
(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 3 14.1
(n) Other 0 0.0
Total 382 185.6
By Discretionary
Discretionary 382 185.6
Non-Discretionary 0 0.0
Total 382 185.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 185.6
Total 382 185.6
EDGAR Form CIK 2011 - 2026
13F-HR [0001878326]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail
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