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).

By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Delta Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert A. Defruscio
CRD#: 4690682
40 West Elm Street, #1b, Greenwich, CT 06830

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 T. O'brien
CRD#: 2648059
Hanover, MA

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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