D
CRD: 111368
Delta Wealth Management
Granite BAY, CA
2092248534
$522.5M Total AUM
$522.5M Disc. AUM
9.8% 3Y CAGR
2 Employees
41 ADV. Clients
32 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-23-1993
- Office Locations
- 1
Office Locations
-- Granite BAY CA
About Delta Wealth Management
Delta Wealth Management is a Granite BAY-based RIA. The firm has been operating for 32 years. Managing $522.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$522.5M AVG AUM / ADVISOR
$12.7M AVG AUM / CLIENT
26.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
Foundation Bridge atlas
Client Personas
Oak
Investment Themes
Fusion vertex Matrix Horizon wave
Investment Vehicles
Crest
Services
Horizon vertex Insight Quantum focus Glacier frontier
Owner & Executives
J
JUDITH PAMELA BOOTH
VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
(335) 706-8629
ember.glacier@vitalcapital.com
in linkedin.com/in/focus-value
P
PAUL DOUGLAS BOOTH
Chief Compliance Officer, President, Private Wealth Advisor
- CRD
- #1082264
- Ownership
- Less than 5%
(338) 813-4035
crest.radial@signalcapital.com
in linkedin.com/in/harbor-signal
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $522,450,532 | $2,778,992 |
| Non-Discretionary | $0 | -- |
| Total | $522,450,532 | $2,778,992 |
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Separately Managed Accounts
Total SMA Asset: $522,450,532
Public Funds:
35.1% Equity - Exchange:
11.0% U.S. Government/Agency:
16.0% Cash:
37.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $835,454,741 | 35.1% |
| Equity - Exchange | $261,823,423 | 11.0% |
| U.S. Government/Agency | $380,834,070 | 16.0% |
| Cash | $902,100,702 | 37.9% |
| Total | $2,380,212,936 | 100.0% |