|
⚲
|
| Delta Wealth Management
✚
| |
|---|---|
| CRD # | 111368 |
| SEC # | 801-44823 |
| CIK # | |
| AUM | $473.0 MM (2024-02-28) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 209-224-8534 |
| Address | 5125 Prior Ridge Granite Bay, CA 95746 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 3.7 |
| (b) Individuals (high net worth individuals) | 34 | 335.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.9 |
| (h) Charitable organizations | 7 | 132.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 195 | 473.0 |
| By Discretionary | ||
| Discretionary | 195 | 473.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 195 | 473.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 473.0 | |
| Total | 195 | 473.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Vista Investment Partners LLC
✚
|
OK | 0.5 |
|
Lesko Securities Inc
✚
|
NY | 0.5 |
|
Bruce & Co Inc
✚
|
IL | 0.5 |
|
Westshore Wealth LLC
✚
|
CA | 0.5 |
|
Wealthgate Family Office LLC
✚
|
CO | 0.5 |
|
Curran Financial Partners LLC
✚
|
SC | 0.5 |
|
Hennion & Walsh Asset Management Inc
✚
|
NJ | 0.5 |
|
WEA Financial Advisors Inc
✚
|
WI | 0.5 |
|
RTW Financial Advisors Inc
✚
|
TX | 0.5 |
|
Lazari Capital Management Inc
✚
|
CA | 0.5 |