Delta Wealth Management is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 3, 2026, reports $522M in regulatory assets under management, 2 employees, and 188 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 82.9% of total clients.
Top client categories% of clientsClients
1
HNWI
82.9%
34
2
Charitable
17.1%
7
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Individuals (other than high net worth individuals)<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$522Mas of March 3, 2026
Discretionary100.0%
$522M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$522M
Total Accounts188
10Y AUM Change+$206M (+65.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee21:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.