RIA Intel›Advisers›Tennessee›DELPHI WEALTH MANAGEMENT LLC

DELPHI WEALTH MANAGEMENT LLC

Advisory

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$755K

across 28 accounts

AUM per adviser

$21M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$21M

Discretionary %

92.3%

Clients

12

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$21M

Discretionary AUM$20M

Non-Discretionary AUM$2M

Discretionary %92.3%

Total Clients12

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTN

Succession Risk

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

12 clients

9 high-net-worth

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

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Advisers of similar size in TN

Closest by assets under management. All figures from Form ADV.

ACB INVESTMENT MANAGEMENT, LLC

CHATTANOOGA, TN

$21M

JUMPER GROUP INC

CHATTANOOGA, TN

$21M

+61.5% 1Y

FSG WEALTH ADVISORS, LLC

MEMPHIS, TN

$21M

WLH MANAGEMENT CO., INC.

COLLIERVILLE, TN

$22M

CHILDFREE WEALTH, LLC

$21M

RICHARD E. EDDY, CFP, LLC

JOHNSON CITY, TN

$22M

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