DELVAUX WEALTH MANAGEMENT
Firm details
- Headquarters
- ,
- CRD number
- 336199
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.84%
- Individuals0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Delvaux Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm operates on an asset-based fee model and positions itself as a capital allocator that serves individuals and families as well as business and institutional clients. Core advisory services named in filings include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds67%
- Exchange Traded Equities17%
- State & Local Bonds14%
- Cash & Cash Equivalents1%
Contacts
1 of 1Filipe Delvaux
FounderCRD 5840592
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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