Delgado Private Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$39,015,071
This total excludes 11 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
56
27% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
56
HighAverage account size
$696,698
About
Delgado Private Wealth Management LLC provides discretionary portfolio management, financial planning, and pension consulting to individuals (including high‑net‑worth clients) and a smaller cohort of corporate and pension/profit‑sharing plan clients. The firm also offers selection of other advisers and creates written Investment Policy Statements to guide ongoing account management.
The adviser generally manages accounts under discretionary authority, using fundamental analysis and modern portfolio theory with a preference for low‑cost ETFs and a long‑term trading horizon. It acts as a fiduciary for retirement accounts and documents client risk tolerance and objectives in an IPS that guides investment decisions and periodic reviews.
Compared with many solo independent advisers, the firm actively serves plan sponsors and provides formal pension consulting services—such as recommending money managers, monitoring plan investment options, and preparing written pension plans. It also uses third‑party tools to manage held‑away defined contribution participant accounts without taking custody, requires use of specified custodians, and discloses that the principal is a licensed insurance agent (a potential conflict that is documented).
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Annuities
Fee options
Fixed fees for one-time financial planning: $500 to $50,000; ongoing financial planning fees up to $12,500 per quarter
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.25% annually
Compensation via commissions for insurance product sales; fee share from third-party advisers (negotiable)
$250 per hour for financial planning services
Fee-only: Fixed fees for financial planning between $500 and $50,000 (one-time); ongoing financial planning up to $12,500 per quarter; hourly fee $250/hour
Main office location
Delgado Private Wealth Management LLC
999 Vanderbilt Beach Road, Suite 200
Naples FL 34108, United States
Number of offices
2
Most active in
Delgado Private Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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