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| Delos Wealth Advisors LLC
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|---|---|
| CRD # | 300734 |
| SEC # | 801-119589 |
| CIK # | 0001878326 |
| AUM | 185.6 M (2026-03-30) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 972-810-1610 |
| Address | 1845 Woodall Rodgers Fwy Dallas, TX 75201 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001878326 |
| Sector | Form 13F Holdings | Value ($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 | ||
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| 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 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Vigil Wealth Management LLC
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FL | 186.0 M |
|
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The Kocen Financial Group Inc
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185.8 M | |
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|
First Mason Financial LLC
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OH | 185.7 M |
|
Ahara Advisors LLC
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NJ | 185.4 M |
|
Meadowbrook Investment Advisors LLC
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MI | 185.2 M |