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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-23-1993
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 18, 2025 and March 3, 2026, reported AUM increased 7.8%, from $484.8M to $522.5M.
Across 5 reported observations, AUM increased 10.0% between February 17, 2022 and March 3, 2026, from $474.8M to $522.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 41 clients, or 41 clients per representative. That equates to $12.7M in reported AUM per client.
The profile lists 1 reported office location and 32 years in operation. The source data was last updated on March 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JUDITH PAMELA BOOTH
VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
PAUL DOUGLAS BOOTH
Chief Compliance Officer, President, Private Wealth Advisor
- CRD
- #1082264
- Ownership
- Less than 5%
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| 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
SMA allocation detail is available
Delta Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.