# DELTA WEALTH MANAGEMENT

DELTA WEALTH MANAGEMENT of LODI, CA is an SEC-registered investment adviser.

## Registration

- CRD: 111368
- Type: SEC-registered investment adviser
- SEC file number: 801-44823
- Location: 1420 SOUTH MILLS AVENUE, SUITE H, LODI, CA, 95242
- Phone: (209) 224-8534
- Latest filing: 2026-03-03
- Regulatory AUM: $522.5M
- Discretionary AUM: $522.5M
- Clients: 2
- Accounts: 188

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Paul Douglas Booth | PRESIDENT/CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| Judith Pamela Booth | TRUSTEE; VICE PRESIDENT | — |
| BOOTH PAUL DOUGLAS | PRESIDENT; PRESIDENT/CCO; PRESIDENT/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| BOOTH JUDITH PAMELA | TRUSTEE; VICE PRESIDENT | — |
| BOATMAN JULIE ELISE | DIRECTOR OF EQUITIES, RESEARCH | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111368/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111368/similar
- Related entities: https://search.stillhousedata.com/firm/111368/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111368

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.