RIA Intel›Advisers›Delaware›DELTA WEALTH MANAGEMENT, LLC

DELTA WEALTH MANAGEMENT, LLC

Advisory

DE

Data as of Apr 16, 2026 · Source: SEC Form ADV

Average account
$1M
across 46 accounts
AUM per adviser
$34M
2 advisers

Source: SEC Form ADV. Figures as filed Apr 16, 2026.

Total AUM
$68M
Discretionary %
100%
Clients
46
Employees
2

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$68M
Discretionary AUM$68M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients46
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in DE

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

MONTCHANIN ASSET MANAGEMENT, LLC
MONTCHANIN, DE
$69M
+22.6% 1Y
STEWARD INC.
$66M
+152.9% 1Y
MICHAEL J.D. MCCALL, LLC
$66M
-46.6% 1Y
CPK WEALTH MANAGEMENT LLC
$70M
MILESTONE WEALTH ADVISORS, INC.
GREENVILLE, DE
$65M
-42.3% 1Y
DEFELICE CAPITAL MANAGEMENT LLC
$65M
+51.6% 1Y

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