Delgado Private Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$39,015,071
Clients
56
Advisors
1
of 1 employees
About
Delgado Private Wealth Management LLC provides discretionary portfolio management, financial planning, and pension consulting to individuals (including high‑net‑worth clients) and a smaller cohort of corporate and pension/profit‑sharing plan clients. The firm also offers selection of other advisers and creates written Investment Policy Statements to guide ongoing account management.
The adviser generally manages accounts under discretionary authority, using fundamental analysis and modern portfolio theory with a preference for low‑cost ETFs and a long‑term trading horizon. It acts as a fiduciary for retirement accounts and documents client risk tolerance and objectives in an IPS that guides investment decisions and periodic reviews.
Compared with many solo independent advisers, the firm actively serves plan sponsors and provides formal pension consulting services—such as recommending money managers, monitoring plan investment options, and preparing written pension plans. It also uses third‑party tools to manage held‑away defined contribution participant accounts without taking custody, requires use of specified custodians, and discloses that the principal is a licensed insurance agent (a potential conflict that is documented).
Client services
Expertise
Fee options
Fixed fees for one-time financial planning: $500 to $50,000; ongoing financial planning fees up to $12,500 per quarter
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.25% annually
Compensation via commissions for insurance product sales; fee share from third-party advisers (negotiable)
$250 per hour for financial planning services
Fee-only: Fixed fees for financial planning between $500 and $50,000 (one-time); ongoing financial planning up to $12,500 per quarter; hourly fee $250/hour
Main office
999 Vanderbilt Beach Road Suite 200
Naples FL 34108
Advisors at this office
1
Most active in
Florida · Texas
Also doing business as
Delgado Private Wealth Management LLC · Delgado Private Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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