Delta Wealth Management, LLC
Delta Wealth Management, LLC (CRD# 281691) is a financial advisory firm headquartered in Greenwich, CT. They manage $50,406,557 in 48 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Delta Wealth Management, LLC
By the Numbers
-
Total Assets Under Management50MILLION
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Total Number of Accounts48ACCOUNTS
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Average Account Value$1,050,137
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT
Financial Advisors at Delta Wealth Management, LLC
1
Robert Defruscio (CRD# 4690682) is an Investment Advisor Representative working at Delta Wealth Management, LLC in Greenwich, CT and has over 24 years of experience in the finance industry.
2
Ilda O'brien (CRD# 2648059) is an Investment Advisor Representative working at Delta Wealth Management, LLC in Hanover, MA and has 1 year of experience in the finance industry.
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