Advisor at Del-Sette Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Del-Sette Capital Management, LLC
Location
Westminster, CO
Credentials
Series 65
Industry experience
< 1 year
Dustin Troia is a financial advisor at Del-Sette Capital Management, LLC with a Series 65 credential and one year of industry experience. Prior to entering financial services, he worked in the biopharmaceutical sector at Umoja Biopharma, Inc. and Juno Therapeutics/Celgene/Bristol Myers Squibb from 2015 to 2024. Del-Sette Capital Management serves individuals, high-net-worth clients, trusts, and estates by providing discretionary investment management and comprehensive financial planning. The firm employs a primarily long-term investment approach that incorporates fundamental, technical, and cyclical analysis, and offers additional services including estate-planning facilitation, donor-advised fund support, insurance consulting, and tax preparation.
Based on Del-Sette Capital Management, LLC
Financial Planning standalone service minimum fee of $5,000; Wealth.com estate planning service flat project fee of $1,000 for clients not meeting $700,000 AUM threshold.
$0 - $1,000,000: 1.0% annually $1,000,000+: 0.70% annually
Account minimum: $500,000
Westminster, CO
Colorado
Del-Sette Capital Management, LLC
2025 - Present (1 year)
South Platte Investments
2025 - 2025 (1 year)
Unemployed
2024 - 2025 (1 year)
Umoja Biopharma, Inc.
2021 - 2024 (3 years)
Juno Therapeutics / Celgene / Bristol Myers Squibb
2015 - 2021 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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