{"url":"https://nivawealth.com/firms/delgado-wealth-management-305721","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/305721","regulatoryAum":112868565,"crd":"305721","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4097387","suffix":null,"lastName":"DELGADO","firstName":"AMILKA","middleName":"NMN"},{"crd":"1740818","suffix":null,"lastName":"FOSTER","firstName":"LARRY","middleName":"EUGENE"},{"crd":"3174407","suffix":null,"lastName":"JONES","firstName":"JOHN","middleName":"MICHAEL"},{"crd":"8309456","suffix":null,"lastName":"McMahon","firstName":"Tim","middleName":null}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-07-01","regulatoryAum":105266033,"clients":114,"employees":3,"offices":1},{"filedOn":"2026-06-30","regulatoryAum":112868565,"clients":115,"employees":3,"offices":1}],"secFileNumber":"801-132758","legalName":"Delgado Wealth Management, LLC","displayName":"Delgado Wealth Management","slug":"delgado-wealth-management-305721","website":"https://wisdompg.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/wisdom-planning-group","founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"3322 Clay Ave","city":"Orlando","state":"FL","stateName":"Florida","country":"United States","postalCode":"32804"},"tradeNames":[],"registration":{"secApproved":"13 May 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":997629.0366972478,"staff":{"employees":3,"advisory":3,"brokerDealerReps":0,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":112868565,"discretionary":112868565,"discretionaryAccounts":282,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":87,"regulatoryAum":25076032},{"label":"High-net-worth individuals","clients":22,"regulatoryAum":83665533},{"label":"Pension and profit-sharing plans","clients":6,"regulatoryAum":4127000}],"feePrograms":[{"role":"main","program":"Portfolio Management Fees","feeBasis":"marginal","fee_tiers":[{"to":500000,"pct":1,"from":0},{"to":1000000,"pct":0.8,"from":500000},{"to":5000000,"pct":0.5,"from":1000000},{"to":null,"pct":0.35,"from":5000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050311","versionId":1050311,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-06-30","documentName":"ADV PART 2A-DELGADO WEALTH MANAGEMENT, LLC; DBA WISDOM PLANNING GROUP","fee_rate_low":0.35,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Estate Planning Fees","summary":"Estate planning is a fixed fee of $1,000 to $3,500 for segmented and bundled packages, depending on complexity.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050311","versionId":1050311,"submittedOn":"2026-06-30","documentName":"ADV PART 2A-DELGADO WEALTH MANAGEMENT, LLC; DBA WISDOM PLANNING GROUP"},{"role":"other","program":"Financial Planning Fees","summary":"Financial planning is a fixed fee negotiated by scope, typically between $1,000 and $10,000.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050311","versionId":1050311,"submittedOn":"2026-06-30","documentName":"ADV PART 2A-DELGADO WEALTH MANAGEMENT, LLC; DBA WISDOM PLANNING GROUP"},{"role":"other","program":"Pension Consulting Services","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050311","versionId":1050311,"submittedOn":"2026-06-30","documentName":"ADV PART 2A-DELGADO WEALTH MANAGEMENT, LLC; DBA WISDOM PLANNING GROUP"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T16:27:20.62064+00:00","documents":[{"name":"ADV PART 2A-DELGADO WEALTH MANAGEMENT, LLC; DBA WISDOM PLANNING GROUP","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050311","versionId":1050311,"submittedOn":"2026-06-30"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":108000000}],"custodyNote":"Delgado Wealth Management has custody of $50M in client assets for 17 clients.","otherCustodians":[],"leadership":[{"name":"Amilka Delgado","title":"Managing Member & Chief Compliance Officer","crd":"4097387"},{"name":"John Jones","title":"Managing Member","crd":"3174407"}],"ownership":[{"label":"Amilka Delgado","detail":"Managing member & chief compliance officer in the 50% to 75% ownership band and a control person, since August 2014."},{"label":"John Jones","detail":"Managing member in the 25% to 50% ownership band and a control person, since January 2023."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"3322 Clay Ave","city":"Orlando","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"407-462-5486","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Other"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":16},{"label":"Non-exchange-traded equity securities","percent":3},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":73},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":2},{"label":"Cash and cash equivalents","percent":5},{"label":"Other","percent":2,"detail":"Uncategorized"}],"privateFunds":0},"sources":{"adv1FilingDate":"30 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/305721/PDF/305721.pdf","brochureDate":"30 June 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050311","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Delgado Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Delgado Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Delgado Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Delgado Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Delgado Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Delgado Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Delgado Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Delgado Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Delgado Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}