# Delagify Financial

Delagify Financial is an other based in Denver.

## Overview

- **Organization type:** other
- **Headquarters:** Denver
- **Assets under management:** Undisclosed
- **Website:** delagify.com
- **LinkedIn:** https://www.linkedin.com/company/delagify

## Regulatory record

- **CRD number:** 317223
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317223

## About

Delagify Financial helps individuals and small businesses avoid rip-offs, mistakes, and taxes with straight advice and no hidden agenda. It closes gaps around taxes, wrong products, and poorly informed decisions by providing both investment advice and tax advice in house. As fee-only fiduciaries, the firm has no product to push and charges based on scope of work rather than client assets.

## People

- Robert Persichitte — CPA, CFP®, CFA, CFE
- David Campos — EA
- Robert Persichitte

## Questions

### Who runs investment decisions at Delagify Financial?

No named principals or investment decision-makers have been publicly disclosed. The firm's leadership and governance structure remain unknown from available sources.

### What investment stages does Delagify Financial typically target?

No target investment stages have been disclosed. The firm's strategy, including stage preference, cannot be determined from public information.

### Which sectors does Delagify Financial focus on?

No sector preferences have been publicly identified. The firm's areas of focus remain unspecified across all sources consulted.

### Has Delagify Financial been involved in any recent deals or capital commitments?

No recent deals, capital raises, or operational events have been publicly reported for Delagify Financial in the last 24 months.

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Last updated: 2026-08-11T15:06:35.052Z

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