Delta Wealth Management, LLC

Delta Wealth Management, LLC (CRD# 281691) is a financial advisory firm headquartered in Greenwich, CT. They manage $20,716,376 in 29 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $714,358
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Delta Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Joshua C. Thermansen
CRD#: 4802761
40 West Elm Street, Unit 1b, Greenwich, CT 06830
93
Wealthminder
score

Joshua Thermansen (CRD# 4802761) is an Investment Advisor Representative working at Delta Wealth Management, LLC in Greenwich, CT and has over 13 years of experience in the finance industry.

2
Ilda T. O'brien
CRD#: 2648059
40 West Elm Street, Unit 1b, Greenwich, CT 06830
90
Wealthminder
score

Ilda O'brien (CRD# 2648059) is an Investment Advisor Representative working at Delta Wealth Management, LLC in Greenwich, CT and has 1 year of experience in the finance industry.

3
Robert A. Defruscio
CRD#: 4690682
40 West Elm Street, #1b, Greenwich, CT 06830
68
Wealthminder
score

Robert Defruscio (CRD# 4690682) is an Investment Advisor Representative working at Delta Wealth Management, LLC in Greenwich, CT and has over 18 years of experience in the finance industry.

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