Delvaux Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,281,434
Clients
3
67% 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
3
Very LowAverage account size
$427,145
About
Delvaux Wealth Management is a fee-only, state-registered advisory firm that provides discretionary wealth management, comprehensive financial planning (available to wealth management clients), and one-time consulting/portfolio reviews for a small roster of affluent individuals, families, businesses, trusts, estates, and charitable organizations. The firm bills on a percentage‑of‑AUM basis and handles portfolio construction, monitoring, rebalancing, and tax-aware implementation for clients.
The firm’s investment approach is grounded in Modern Portfolio Theory and uses proprietary asset‑allocation models to combine active and passive exposures; where suitable, portfolios may include private investments and alternative strategies. Delvaux implements strategies through ETFs, mutual funds, separately managed accounts, and by recommending independent third‑party managers while exercising discretionary trading authority and conducting ongoing manager oversight.
What distinguishes Delvaux from many peers is its small scale—managing roughly $1.28 million for a very limited number of clients—paired with services typically offered by larger advisers, including business and succession planning for corporate clients, work with charitable entities and trusts, and the ability to access alternatives and third‑party managers. The firm does not take physical custody of client assets, uses custodians for execution and reporting (and may use multiple custodians), and documents formal policies for oversight and ethical conduct despite operating as a solo practitioner.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Concentrated stock management
Tax-loss harvesting
Private / alternative investments
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Occupation focus
Founder/Business Owner
Executive
Fee options
$0 - $1,000,000: 1.00% $1,000,000 - $10,000,000: 0.75% $10,000,000 - $25,000,000: 0.65% $25,000,000+: 0.55%
Account minimum: $1,000,000 Fee-only: Wealth Management fees only; no commissions received.
Main office location
Delvaux Wealth Management
Brighton CO, United States
Number of offices
1
Most active in
Delvaux Wealth Management has reported serving >5 clients in these states in the last 12 months.
Colorado
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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