Christopher Delellis, financial advisor Incline Village NV

Christopher Delellis

CRD Number: 6146042
Current Firm: Bodhi Tree Capital Management, LLC

Christopher Delellis (CRD# 6146042) is an Investment Advisor Representative working at Bodhi Tree Capital Management, LLC in Incline Village, NV and has over 11 years of experience in the finance industry.

Similar Advisors
Nicholas Abelow, financial advisor Incline Village NV
Nicholas A. Abelow
CRD# 4775495
Lpl Financial LLC
Similar Advisors
Lee Abramovitz, financial advisor Incline Village NV
Lee A. Abramovitz
CRD# 2489311
Prosperity Wealth Management, Inc.
Similar Advisors
Christopher Abts, financial advisor Incline Village NV
Christopher K. Abts
CRD# 5245824
Prime Capital Investment Advisors, LLC
Company Name Location Dates Years
Bodhi Tree Capital Management Incline Village, NV Jul 2012 - Current 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2012
Contact Info for Christopher J. Delellis
Phone Number: 808-222-3300
Registered State(s):
  • NV
Current Firm Details
Bodhi Tree Capital Management, LLC
Firm's CRD Number: 166017
By the Numbers
  • Total Assets Under Management
    23
    MILLIONS
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $3,342,857
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

NV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.