# Delta Wealth Management

Delta Wealth Management is a Bank / Wealth / Trust based in Granite Bay, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Granite Bay, United States
- **Region:** North America
- **Address:** Granite Bay, CA, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** https://www.deltawealthsolutions.com
- **LinkedIn:** https://www.linkedin.com/company/deltawealthmanagement

## Regulatory record

- **CRD number:** 111368
- **SEC file number:** 801-44823
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111368

## About

Organiser, Optimiser et Protéger votre Patrimoine | Delta Wealth Management est une société de conseil en stratégies patrimoniales des investisseurs, des cadres dirigeants, des chefs d’entreprises et des professions libérale.

## Questions

### Is Delta Wealth Management a fiduciary?

Yes. As a registered investment advisor, Delta Wealth Management is legally bound by the fiduciary standard under the Investment Advisers Act of 1940. This requires the firm to act in the best interests of its clients, disclosing any conflicts of interest and avoiding self-dealing. The firm reinforces this posture by operating on a fee-only basis, declining commissions and third-party payments.

### How is Delta Wealth Management compensated?

The firm operates on a fee-only basis, charging clients a percentage of assets under management or, in some cases, fixed or hourly fees. Delta Wealth Management does not accept commissions, referral fees, or revenue-sharing payments from product providers. This compensation model is disclosed in the firm's Form ADV and represents a structural separation from broker-dealer and insurance-agent compensation models.

### What investment vehicles does Delta Wealth Management use?

The firm constructs client portfolios using a combination of individual equities, bonds, and exchange-traded funds, with occasional use of mutual funds and alternative investments where appropriate. Its Form ADV filings suggest an emphasis on low-cost, tax-efficient implementation, though specific allocations vary by client mandate and are not publicly detailed.

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Last updated: 2026-08-10T19:36:47.593Z

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