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DELPHI WEALTH PARTNERS
WEST SLOPE ADVISORY SERVICES LLC
CRD 268825
2066 BASELINE DRIVE, GRAND JUNCTION, CO, 81507, United States
Phone
970-639-1142
Fax
888-450-7592
Registration
— (—)
Source
State registered
Total AUM
$55.2M
Discretionary AUM
$55.2M
Team
2 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $9.5M |
| High net worth individuals | 32 | $41.9M |
| Pension/profit sharing plans | 1 | $2.8M |
| Corporations/business entities | 1 | $1.1M |
All web addresses on file
Official SEC filing: View on IAPD