RIA Intel›Advisers›California›DELGADO, WANDA LEE

DELGADO, WANDA LEE

Advisory

SANTA ANA, CA

Data as of Mar 27, 2026 · Source: SEC Form ADV

AUM change, 1 year

-24.1%

declining

AUM CAGR, 3 year

-2.8%

compound annual growth

Filing history

11

filings since 2005

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

—

1-Year AUM Growth

-24.1%

3-Year CAGR

-2.8%

Employees

2

Assets Under Management

Total AUM—

Discretionary AUM—

Non-Discretionary AUM—

Discretionary %—

Total Clients—

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Filing History

Total Filings on Record11

First FilingJan 25, 2005

Latest FilingMar 27, 2026

Full AUM trend chart and 11 historical filings spanning 21+ years

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Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA, FL

Succession Risk

Elevated risk

Composite band across five pillars

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

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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

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

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