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DELGADO PRIVATE WEALTH MANAGEMENT LLC
CRD 329001
999 VANDERBILT BEACH ROAD, SUITE 200, NAPLES, FL, 34108, United States
Phone
239-422-5466
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$41.9M
Discretionary AUM
$41.9M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $8.6M |
| High net worth individuals | 15 | $30.4M |
| Pension/profit sharing plans | 6 | $1.9M |
| Corporations/business entities | 5 | $1.1M |
All web addresses on file
Official SEC filing: View on IAPD