RIA Intel›Advisers›Florida›DELGADO PRIVATE WEALTH MANAGEMENT LLC

DELGADO PRIVATE WEALTH MANAGEMENT LLC

Advisory

NAPLES, FL

Data as of Jan 5, 2026 · Source: SEC Form ADV

Rank in FL

#1,687

of 2,610 advisers by AUM

Average account

$149K

across 281 accounts

AUM per adviser

$42M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 5, 2026.

Total AUM

$42M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$42M

Discretionary AUM$42M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients67

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

67 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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