This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-27-2020
- Office Locations
- 1
Office Locations
About Delphi Wealth Management LLC
Delphi Wealth Management LLC is a Nashville-area boutique serving individuals and families with plain-language financial planning and ongoing wealth management, supporting smart financial decisions in the region since 1982. Led by Charlotte Mabry, a Certified Financial Transitionist, the firm focuses on families navigating change, including special-needs planning (trusts and education planning) and estate coordination. Portfolios emphasize asset allocation, often implemented with ETFs, with custody including Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
CHARLOTTE GAFFORD MABRY MS.
Chief Compliance Officer
- CRD
- #1026407
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,511,671 | -- |
| Non-Discretionary | $1,638,756 | -- |
| Total | $21,150,427 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $21,150,427
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $602,927,547 | 15.4% |
| Cash | $602,927,547 | 15.4% |
| Derivatives | $1,417,271,247 | 36.2% |
| U.S. Government/Agency | $1,291,987,601 | 33.0% |
| Total | $3,915,113,942 | 100.0% |