Dellith Wealth Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Dellith Wealth Advisory provides ongoing portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm prepares investment policy statements, monitors portfolios, and addresses retirement, tax, insurance, college and debt/credit planning while charging asset-based advisory fees consistent with many independent advisers.
The firm’s investment process draws on multiple methods of analysis — including cyclical, fundamental, quantitative, technical analysis and modern portfolio theory — and employs strategies from long‑term buy-and-hold to shorter‑term trading, margin use and options positions. Notably, the adviser does not exercise discretionary trading authority and executes transactions only after securing client approval in accordance with each client’s investment policy statement.
Dellith Wealth Advisory discloses that its principal is also an active, licensed insurance agent who sells insurance products for compensation and documents those conflicts for clients, and that insurance recommendations may be available from other providers. The brochure also details substantial outside-business activities (a paid equity research role and several other business interests) that the firm identifies as potential time‑commitment and conflict considerations for prospective clients.
Client services
Expertise
Fee options
Financial planning fixed fees between $1,000 and $10,000
1.50% annually on all assets
Main office
Fairview NJ
Advisors at this office
1
Most active in
New Jersey · New York
Also doing business as
Dellith Wealth Advisory · Dellith, Erik, Charles
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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