DELGADO WEALTH MANAGEMENT, LLC
Doing business as WISDOM PLANNING GROUP. SEC Form ADV profile.
Total regulatory AUM
$112,868,565
Discretionary
$112,868,565
Non-discretionary
$0
Firm details
- CRD number
- 305721
- SEC file number
- 801-132758
- Main office
- ORLANDO, FL, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://www.wisdompg.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.