$68.0M Total AUM
$68.0M Disc. AUM
-- 3Y CAGR
2 Employees
46 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · JP Morgan · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-18-2015
- Office Locations
- 2
Office Locations
40 West ELM Street #1B Greenwich CT
-- Hanover MA
About Delta Wealth Management, LLC
Delta Wealth Management is a boutique fiduciary RIA providing straightforward, personalized investment management and financial planning. The firm builds custom, tax-efficient portfolios and emphasizes conflict-free advice and hands-on attention. Investment implementation includes ETF-based allocations with meaningful use of municipal bonds, with custody supported by Charles Schwab.
Team overview
-- AVG AGE
$34.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
10.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Vector Beacon Vital glacier Harbor Momentum
Client Personas
Fusion
Custodian
Summit
Investment Themes
Peak Vertex delta
Investment Vehicles
Beacon
Services
Vertex eagle Insight Prime fusion
Owner & Executives
R
ROBERT ALLAN DEFRUSCIO
Founder, Managing Member, Managing Partner
- CRD
- #4690682
- Ownership
- 75% or more
(326) 534-6394
peak.fusion@quantumcapital.com
in linkedin.com/in/vertex-glacier
Showing 1 of 1 owners & executives
Unlock allContacts
ILDA Theodora O'Brien
Portfolio Manager
- CRD
- #2648059
(594) 426-1357
value.legacy@northcapital.com
in linkedin.com/in/pioneer-zenith
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,968,256 | -- |
| Non-Discretionary | $0 | -- |
| Total | $67,968,256 | -- |
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Separately Managed Accounts
Total SMA Asset: $67,968,256
Equity - Exchange:
37.8% Municipal Bonds:
31.8% Cash:
30.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,518,827,265 | 37.8% |
| Municipal Bonds | $2,119,013,413 | 31.8% |
| Cash | $2,025,723,514 | 30.4% |
| Total | $6,663,564,192 | 100.0% |