Delgado Wealth Management, LLC
● SEC registered since 2025CRD 305721SEC# 801-132758Orlando, FL
Reg. AUM
$112.9M
Employees
3
Accounts
282
Location
Orlando, FL
Delgado Wealth Management, LLC assets under management
Delgado Wealth Management, LLC is an investment advisory firm registered with the SEC based in Orlando, FL. The firm has been registered since 2025. It reports $112.9 million in regulatory assets under management and employs 3 people.
Delgado Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amilka Nmn Delgado Control | Managing Member & Chief Compliance Officer | 50-75% | 2014 |
| John Michael Jones Control | Managing Member | 25-50% | 2023 |
Frequently asked questions
How much does Delgado Wealth Management, LLC manage?
Delgado Wealth Management, LLC reports $112.9 million in regulatory assets under management on its Form ADV.
How many employees does Delgado Wealth Management, LLC have?
Delgado Wealth Management, LLC reports 3 employees.
Where is Delgado Wealth Management, LLC located?
Delgado Wealth Management, LLC is based in Orlando, FL and has been SEC-registered since 2025.
Does Delgado Wealth Management, LLC disclose fund performance?
Delgado Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3322 Clay Ave, Orlando, FL 32804 |
| Phone | (407) 462-5486 |
| Fax | (407) 641-9043 |
| Office hours | By Appointment |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$112.9M▲ 7%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$112.9Mregulatory AUM
Discretionary $112.9M