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DELOS WEALTH ADVISORS
5950 Sherry Ln
Suite 225
Dallas, Texas 75225
Tel: 972-810-1610
About DELOS WEALTH ADVISORS
DELOS WEALTH ADVISORS, formally registered with the SEC as DELOS WEALTH ADVISORS. The firm was established in 10/02/2020. They have over 1 offices throughout the country.
DELOS WEALTH ADVISORS is a Dallas, Texas based Financial Planning firm with nearly $130,024,766 assets under management, offering retirement planning & investment advisory services to 355 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 300734 |
| SEC# | 801-119589 |
| Assets Managed by Firm | $130,024,766 |
| No. of Clients | 355 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Subscription fees
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 355 | $130,024,766 |
| Individuals (other than high net worth individuals) | 35 | $7,499,214 |
| High net worth individuals | 62 | $122,025,552 |
| Pension and profit sharing plans | Fewer than 5 clients | $500,000 |
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