Delta Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$66,594,741
Clients
44
Advisors
2
across 2 offices
About
Delta Wealth Management serves individuals—primarily high‑net‑worth individuals—along with trusts, estates, retirement accounts, charitable organizations and corporations, offering fee‑based investment management, financial planning and consulting. The firm manages roughly $68 million across about 44 master household accounts and generally requires a $250,000 minimum, organizing client relationships with master agreements and multiple sub‑accounts.
The firm’s investment approach emphasizes fundamental analysis and long‑term asset allocation, combining internally selected equities and fixed‑income instruments with the use of independent third‑party asset managers for certain equity strategies. Accounts are typically managed on a discretionary basis when authorized, and the firm conducts ongoing monitoring of third‑party managers and may reallocate client assets among managers as part of its oversight.
What distinguishes the firm from many peers is its external affiliations and operating structure: an owner is also a partner in a private CPA firm (a disclosed potential conflict when recommending accounting services) and the firm maintains revenue‑sharing arrangements with third‑party asset managers. Its relatively small client roster managed through master household agreements and its routine use of sub‑advisers make its business model less common among supported firms of similar size.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.80% annually $5,000,001+: Negotiable
Account minimum: $250,000
Main office
See office40 West Elm Street, #1 B
Greenwich CT 06830
Advisors at this office
1
Offices (2)
Most active in
Connecticut
Also doing business as
Delta Wealth Management · Delta 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Advisors at this firm
Ilda O
CFA®
Hanover, MA
Delta Wealth Management, LLC
Ilda O'Brien is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Delta Wealth Management, LLC since 2016. Based in Hanover, MA, she is part of a two-advisor team at the firm. Delta Wealth Management primarily serves high-net-worth individuals, trusts, estates, retirement accounts, charitable organizations, and corporations, offering fee-based investment management, financial planning, and consulting. The firm utilizes a fundamental analysis and long-term asset allocation approach, combining internally selected equities and fixed-income instruments with third-party asset managers, and manages client relationships through master household agreements and multiple sub-accounts.
Robert D
Series 65
Greenwich, CT
Delta Wealth Management, LLC
Robert Defruscio is a financial advisor at Delta Wealth Management, LLC with 25 years of industry experience. He holds a Series 65 designation and has been with Delta Wealth Management since 2015. In addition to his advisory role, he is a minority owner and consultant at Christensen DeFruscio Allen & Co LLC, where he provides accounting and tax preparation services primarily for trust and business clients. Delta Wealth Management serves high-net-worth individuals and related entities by providing discretionary portfolio management and investment implementation. The firm emphasizes asset allocation and fundamental equity analysis, often utilizing independent third-party managers under discretionary authority.
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