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| Keyboard |
| Delphinus Financial Advisors LLC
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|---|---|
| CRD # | 152952 |
| SEC # | 801-129648 |
| CIK # | |
| AUM | 157.1 M (2026-01-26) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 781-780-2439 |
| Address | 56 Pratt Street Mansfield, MA 02048 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 12.0 |
| (b) Individuals (high net worth individuals) | 64 | 145.1 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 356 | 157.1 |
| By Discretionary | ||
| Discretionary | 356 | 157.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 356 | 157.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 157.1 | |
| Total | 356 | 157.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wisconsin Wealth Advisors LLC
✚
|
WI | 157.6 M |
|
Copia Wealth Management LLC
✚
|
OR | 157.5 M |
|
Peck Wealth Management LLC
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|
157.4 M | |
|
Davenport Watts & Drake Investment Advisors LLC
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|
MS | 157.1 M |
|
Ppsgrp LLC
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|
NY | 157.0 M |
|
Camden Financial Management Inc
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|
157.0 M | |
|
Legacy Advisory Services LLC
✚
|
PA | 156.9 M |
|
Breakwater Capital LLC
✚
|
MI | 156.6 M |
|
Dale Q Rice Investment Management Ltd
✚
|
156.6 M | |
|
Profocus Incorporated
✚
|
AZ | 156.5 M |