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- Custodian
- Charles Schwab & Company · Nationwide · Vanguard
- Clients
- Retail and Institutional
- Platforms
- SignalFusion catalyst
- Established Date
- 07-29-2015
- Office Locations
- 1
Office Locations
About Delphi Wealth Partners
Delphi Wealth Partners is an independent, fee-only advisory focused on comprehensive wealth planning and investment management for families, often across generations. The team builds written plans and coordinates retirement, education funding, tax-aware portfolio strategy, and philanthropy (e.g., donor-advised funds). Based in Grand Junction, CO, serving clients across CO, WA, OR, TX, and AZ; founder Aaron Tice is a CFP/CRPC/APMA.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
AARON RABURN TICE
Chief Compliance Officer, Managing Member, Partner
- CRD
- #5337696
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,244,250 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,244,250 | -- |
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Separately Managed Accounts
Total SMA Asset: $55,244,250
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | $3,032,172,272 | 38.2% |
| Public Funds | $2,643,228,708 | 33.3% |
| Equity - Exchange | $2,262,222,768 | 28.5% |
| Total | $7,937,623,748 | 100.0% |