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WISDOM PLANNING GROUP
DELGADO WEALTH MANAGEMENT, LLC
CRD 305721 · SEC 801-132758
3322 CLAY AVE, ORLANDO, FL, 32804, United States
Phone
(407) 462-5486
Fax
(407) 641-9043
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$112.9M
Discretionary AUM
$112.9M
Team
3 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 87 | $25.1M |
| High net worth individuals | 22 | $83.7M |
| Pension/profit sharing plans | 6 | $4.1M |
States served
VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD