Delphi Wealth Partners
Firm details
- Headquarters
- ,
- CRD number
- 268825
- Website
- delphiwealthpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC., BLOOMWELL 529, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, NATIONWIDE ADVISORY - ANNUITY NQ, SCHOLARS CHOICE
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.42%
- Individuals16.36%
- Pension & Profit Sharing Plans4.29%
- Corporations / Businesses1.92%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Delphi Wealth Partners is an independent registered investment adviser organized as an LLC that serves individuals, families and institutional clients. The firm combines financial planning and portfolio management for individuals and small businesses with pension consulting and educational workshops; its listed business activities also include accounting. Fee arrangements are flexible and include a percentage-of-AUM model as well as hourly and fixed-fee engagements. The firm is not positioned as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds67%
- Public Funds/Mutual Funds29%
- Exchange Traded Equities4%
Contacts
1 of 1
Aaron Tice
FounderCRD 5337696
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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