AdvizorPro

Delvaux Wealth Management

Delvaux Wealth Management. CRD 336199

Delvaux Wealth Management logo

CRD: 336199

Delvaux Wealth Management

Brighton, CO
8016697549
www.delvauxwealth.com
$91.5M Total AUM
$91.5M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
1 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
--
Clients
Retail
Platforms
--
Established Date
06-16-2025
Office Locations
1

Office Locations

-- Brighton CO

About Delvaux Wealth Management

Delvaux Wealth Management is a Colorado-registered RIA providing personalized investment management and financial planning. The firm builds goal-based portfolios using a disciplined, research-driven approach grounded in academic principles and ongoing monitoring. It also offers single-session consulting for self-directed investors seeking an educational portfolio review, with client access via an Interactive Brokers portal and MoneyGuidePro planning.

Team overview

32 AVG AGE
$91.5M AVG AUM / ADVISOR
$9.1M AVG AUM / CLIENT
1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age

Insights

Premium access reveals conviction themes in horizon insight foundation.
Request access to benchmark trends tied to unison.
Unlock to see real insight on zenith alpha.
Unlock to compare peer behavior around timber oak.
Unlock to see real insight on focus oak matrix.
Open the full profile to inspect shifts in eagle oak.
Unlock to see real insight on alpha vertex.
Request access to benchmark trends tied to focus.

Asset Classes

Bridge Horizon matrix Ridge Element Prime peak Vector Optima Catalyst north

Client Personas

Momentum

Custodian

Frontier zenith Momentum insight Meridian Optima alpha Atlas value Bridge crest

Investment Themes

Vector Signal

Investment Vehicles

Alpha Ember

Platform

Beacon harbor

Services

Oak Meridian radial Catalyst foundation Summit Pioneer fusion Fusion summit Catalyst

Owner & Executives

Filipe Delvaux

Filipe Delvaux

Chief Compliance Officer, Chief Executive Officer

CRD
#5840592
Ownership
75% or more
(558) 246-4016
glacier.insight@meridiancapital.com
in linkedin.com/in/unison-frontier

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $91,458,913 --
Non-Discretionary $0 --
Total $91,458,913 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $91,458,913

$91.5M Total SMA
Public Funds:
29.9%
Equity - Exchange:
24.2%
Municipal Bonds:
15.9%
Cash:
30.0%
Asset class Assets Assets %
Public Funds $2,220,061,552 29.9%
Equity - Exchange $1,796,839,116 24.2%
Municipal Bonds $1,180,567,849 15.9%
Cash $2,227,486,508 30.0%
Total $7,424,955,025 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform