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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 1, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DELGADO, AMILKA, NMN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| DELGADO, AMILKA, NMN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| JONES, JOHN, MICHAEL | I | MANAGING MEMBER | C | Control |
| JONES, JOHN, MICHAEL | I | MANAGING MEMBER | C | Control |
Registrations
Federal
IA
Jul 1, 2025 REGISTERED
Notice Filings (3)
FL TX VA
Address
3322 CLAY AVEORLANDO, FL 32804
United States
Phone: (407) 462-5486