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Delgado Wealth Management, LLC

● SEC registered since 2025CRD 305721SEC# 801-132758Orlando, FL
Export (members)
Reg. AUM
$105.3M
Employees
3
Accounts
266
Location
Orlando, FL

Delgado Wealth Management, LLC assets under management

Delgado Wealth Management, LLC is an investment advisory firm registered with the SEC based in Orlando, FL. The firm has been registered since 2025. It reports $105.3 million in regulatory assets under management and employs 3 people.

Delgado Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Amilka Nmn Delgado ControlManaging Member & Chief Compliance Officer50-75%2014
John Michael Jones ControlManaging Member25-50%2023

Frequently asked questions

How much does Delgado Wealth Management, LLC manage?

Delgado Wealth Management, LLC reports $105.3 million in regulatory assets under management on its Form ADV.

How many employees does Delgado Wealth Management, LLC have?

Delgado Wealth Management, LLC reports 3 employees.

Where is Delgado Wealth Management, LLC located?

Delgado Wealth Management, LLC is based in Orlando, FL and has been SEC-registered since 2025.

Does Delgado Wealth Management, LLC disclose fund performance?

Delgado Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3322 Clay Ave, Orlando, FL 32804
Phone(407) 462-5486
Fax(407) 641-9043
Office hoursBy Appointment
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$105.3M
Non-discretionary$0
Total (RAUM)$105.3M