Delta Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$363,450,230
Clients
34
Advisors
1
of 2 employees
About
Delta Wealth Management provides discretionary wealth management and portfolio management services to individuals and families, including trust assets, retirement plans, private foundations and donor-advised funds. The firm typically advises clients with multi-million-dollar portfolios and recommends a substantial account balance to initiate a relationship.
The firm employs a five-step portfolio management process—analyze current position, design alternative portfolios, formalize an investment policy, implement the policy, and monitor and supervise—and emphasizes fundamental analysis and a long-term focus on real rates of return after taxes and inflation. Portfolios are diversified across cash, fixed income, equities, mutual funds, real estate, gold, commodities and futures, and the firm may refer portions of assets to unaffiliated third‑party managers or tailor holdings to social or environmental restrictions.
Noteworthy for a firm in the “team” category, Delta operates as a solo practitioner while managing over $500 million in discretionary assets, resulting in an unusually high AUM-per-advisor ratio compared with peers. The firm also limits relationships to discretionary accounts, works with complex account types (foundations and donor-advised funds), and uses a single custodian relationship for trade execution and institutional support while charging percentage-of-AUM advisory fees.
Client services
Expertise
Fee options
$0 - $5,000,000: 0.50% Above $5,000,000+: 0.25% Any amount for Private Foundations and Donor-Advised Funds+: 0.10%
Account minimum: $2,000,000 Minimum fee: $2,500 quarterly minimum fee Fee-only: Advisory fees based on assets under management; no commissions
Main office
Granite Bay CA
Advisors at this office
1
Most active in
California
Also doing business as
Booth Financial Corp · Delta Wealth Management
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.
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