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Building 2DELTA WEALTH MANAGEMENT

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Phone(209) 224-8534
NotebookSEC #801-44823
Total AUM
$522.5M
Employees
2
Clients
44

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
(209) 224-8534

ReceiptFinancials

Total AUM
$522.5M
Accounts
188
Discretionary
$522.5M
Accounts
188
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$978K
HNW Individual Clients
34
AUM
$362.5M
Pension/Profit Sharing Plan Clients
1
AUM
$2.7M
Charitable Organization Clients
7
AUM
$156.3M
Corporation or Business Clients
1
AUM
$33.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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