DELGADO PRIVATE WEALTH MANAGEMENT LLC

DELGADO PRIVATE WEALTH MANAGEMENT LLC of NAPLES, FL is an SEC-registered investment adviser (CRD 329001). Regulatory assets under management: $41.9M.

Registration

• CRD: 329001
• Type: Registered investment adviser
• Location: 999 VANDERBILT BEACH ROAD, NAPLES, FL, 34108
• Phone: 239-422-5466
• Latest filing: 2026-01-05
• Regulatory AUM: $41.9M
• Discretionary AUM: $41.9M
• Clients: 1
• Accounts: 281

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329001 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search