Delphi Wealth Partners

Delphi Wealth Partners (CRD# 268825) is a financial advisory firm headquartered in Grand Junction, CO. They manage $51,231,660 in 566 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
2764 Compass Drive, Suite 225, Grand Junction, CO 81506
https://linkedin.com
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    566
    ACCOUNTS
  • Average Account Value
    $90,515
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, NY, OR, TX, WA

Financial Advisors at Delphi Wealth Partners
Showing 1 - 1 of 1 top financial advisors.
1
Aaron Tice, financial advisor Grand Junction CO
Aaron R. Tice
CRD#: 5337696
2764 Compass Drive, Suite 225, Grand Junction, CO 81506

Aaron Tice (CRD# 5337696) is an Investment Advisor Representative working at Delphi Wealth Partners in Grand Junction, CO and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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