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⚲
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| Delos Wealth Advisors LLC
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| |
|---|---|
| CRD # | 300734 |
| SEC # | 801-119589 |
| CIK # | 0001878326 |
| AUM | $130.0 MM (2024-03-08) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 972-810-6695 |
| Address | 5950 Sherry Ln Dallas, TX 75225 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GLD | 3.5 | ||
| WMT | 335,434.5 | 3.2 | |
| MSFT | 1,918,222.4 | 2.8 | |
| LNT | 14,554.7 | 2.7 | |
| AEM | 22,129.1 | 2.5 | |
| AAPL | 2,382,844.0 | 2.5 | |
| AMZN | 1,092,997.8 | 2.0 | |
| GOOGL | 1,475,138.5 | 1.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 26.2 |
| (b) Individuals (high net worth individuals) | 35 | 108.5 |
| (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 | 2 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 273 | 135.2 |
| By Discretionary | ||
| Discretionary | 272 | 134.4 |
| Non-Discretionary | 1 | 0.8 |
| Total | 273 | 135.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 135.2 | |
| Total | 273 | 135.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001878326] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Michael S Ryan Inc
✚
|
NY | 0.1 |
|
Allegiance Financial Group Inc
✚
|
ME | 0.1 |
|
Kensington Financial Advisors LLC
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|
NJ | 0.1 |
|
Steven Charles Capital Ltd
✚
|
NY | 0.1 |
|
Waypoint Strategic Advisors LLC
✚
|
SC | 0.1 |
|
GPWM LLC
✚
|
PA | 0.1 |
|
Newground Social Investment SPC
✚
|
WA | 0.1 |
|
Nobscot Investment Management LLC
✚
|
MA | 0.1 |
|
Echelons Capital LLC
✚
|
UT | 0.1 |
|
Wynwood Capital LLC
✚
|
FL | 0.1 |