Dellith Wealth Advisory

The firm provides portfolio management and financial planning to individuals, high‑net‑worth individuals, and business entities, advising across a broad set of investments including mutual funds, ETFs, fixed income, real estate funds, annuities, private placements, commodities, and equities. It follows common independent‑adviser billing practices by generally charging fees based on a percentage of assets and offering client‑specific portfolio management.

The firm describes an investment process that blends cyclical, fundamental, quantitative, technical analysis and modern portfolio theory, and it may use long‑ and short‑term trading, margin, and options strategies where appropriate. It prepares an Investment Policy Statement for each client and does not exercise investment discretion, instead maintaining view‑only custodian access and seeking client approval before executing trades.

Notable departures from typical peers include the principal’s active outside roles: serving as a licensed insurance agent and owner of an affiliated insurance business (with disclosure of commission‑based conflicts) and significant contractor work as an equity research analyst plus other small‑business interests. The brochure also reports the firm had no assets under management and no client accounts as of the stated calculation date, and it describes formal disclosure and documentation practices intended to manage the conflicts created by those outside activities.