DELGADO WEALTH MANAGEMENT, LLC
Legal name: WISDOM PLANNING GROUP
CRD #305721 SEC #801-132758 ORLANDO, FL (407) 462-5486
SEC Registered
Total AUM
$105.3M
Discretionary
$105.3M
Employees
3
Clients
51
Accounts
266
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $105.3M | $105.3M | $0 | 3 | 0 |
| Apr 2025 | $105.3M | $105.3M | $0 | 3 | 0 |
DateJul 2025
Total AUM$105.3M
Discretionary$105.3M
Non-Disc.$0
Employees3
Clients0
DateApr 2025
Total AUM$105.3M
Discretionary$105.3M
Non-Disc.$0
Employees3
Clients0