Delgado Wealth Management provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 51–100 clients last fiscal year.
Delgado Wealth Management reports 115 clients. They include 87 individual clients, 22 high-net-worth individuals, and 6 pension and profit-sharing plans. Of its assets, 100.0% ($113M across 282 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 76% | 22% |
| High-net-worth individuals | 19% | 74% |
| Pension and profit-sharing plans | 5% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 87 | $25.1M | 22.2% | $288K |
| High-net-worth individuals | 22 | $83.7M | 74.1% | $3.8M |
| Pension and profit-sharing plans | 6 | $4.13M | 3.7% | $688K |
| Total | 115 | $113M | 100% | $981K |
- Clients
- 87
- Regulatory AUM
- $25.1M
- AUM share
- 22.2%
- Avg. per client
- $288K
- Clients
- 22
- Regulatory AUM
- $83.7M
- AUM share
- 74.1%
- Avg. per client
- $3.8M
- Clients
- 6
- Regulatory AUM
- $4.13M
- AUM share
- 3.7%
- Avg. per client
- $688K
Total
- Clients
- 115
- Regulatory AUM
- $113M
- AUM share
- 100%
- Avg. per client
- $981K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Delgado Wealth Management charges 0.35%–1.00% a year for its Portfolio Management Fees. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices 3 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.00% |
| $500K–$1M | 0.80% |
| $1M–$5M | 0.50% |
| $5M and above | 0.35% |
Fee details and sources
Other fees
- Estate Planning Fees
- Estate planning is a fixed fee of $1,000 to $3,500 for segmented and bundled packages, depending on complexity.
- Financial Planning Fees
- Financial planning is a fixed fee negotiated by scope, typically between $1,000 and $10,000.
- Pension Consulting Services
- Pension consulting is billed on plan assets in tiers: 0.60% up to $1,000,000, 0.40% from $1,000,001 to $3,000,000, and 0.30% above $3,000,000.
Amilka Delgado owns 50% to 75% of Delgado Wealth Management. The leadership team of Delgado Wealth Management includes Chief Compliance Officer Amilka Delgado. It has 3 employees.
Leadership
- Amilka DelgadoManaging Member & Chief Compliance Officer
- John JonesManaging Member
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- Owns 50% to 75% of Delgado Wealth Management, LLC
Amilka Delgado
Control person · since August 2014
- Owns 25% to 50% of Delgado Wealth Management, LLC
John Jones
Control person · since January 2023
Delgado Wealth Management’s regulatory assets grew from $105M (July 2025) to $113M (June 2026); clients were 115 in both filings and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $113M | 115 | 3 | 1 |
| Jul 2025July 2025 | $105M | 114 | 3 | 1 |
Besides its headquarters, Delgado Wealth Management has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 3322 Clay Ave, OrlandoHQ
Contact and registration details
- Legal name
- Delgado Wealth Management, LLC
- Headquarters
- 3322 Clay Ave, Orlando, FL 32804
- Website
- wisdompg.com
- Phone
- 407-462-5486
- @wisdom-planning-group
- SEC file
- 801-132758
- Structure
- Florida LLC
- Fiscal year end
- December
Delgado Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($108M). Delgado Wealth Management has custody of $50M for 17 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $108M100%
At year end, Delgado Wealth Management’s separately managed accounts were mostly in funds (75%) and stocks (19%).
What the accounts hold
- Stocks19%
- Exchange-traded equities16%
- Non-exchange-traded equities3%
- Funds75%
- Registered funds73%
- Pooled vehicles2%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash5%
- Other2%
- Uncategorized2%
How many clients does Delgado Wealth Management have?
Delgado Wealth Management has 115 clients and manages $113 million for them, as of June 2026. They include 87 individual clients, 22 high-net-worth individuals, and 6 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 June 2026
What services does Delgado Wealth Management offer?
Delgado Wealth Management provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Delgado Wealth Management charge?
Delgado Wealth Management charges 0.35%–1.00% a year for its Portfolio Management Fees. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Source: ADV PART 2A-DELGADO WEALTH MANAGEMENT, LLC; DBA WISDOM PLANNING GROUP, filed 30 June 2026
Which custodians does Delgado Wealth Management use?
Delgado Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $108M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 June 2026
How many financial advisors does Delgado Wealth Management have?
Delgado Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Delgado Wealth Management invest in?
At the end of its last fiscal year, Delgado Wealth Management’s separately managed accounts held 73% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities, 5% cash and equivalents, 3% non-exchange-traded equities, 2% pooled vehicles (private funds and similar), 2% other, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds. The 2% other category is described as: Uncategorized.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Delgado Wealth Management?
Delgado Wealth Management’s direct owners are Amilka Delgado (50% to 75%) and John Jones (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 June 2026
How does Delgado Wealth Management get paid?
Delgado Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Delgado Wealth Management?
Delgado Wealth Management’s main office is at 3322 Clay Ave, Orlando, FL 32804. Its phone number is 407-462-5486. Its website is wisdompg.com.