Delta Wealth Management

Investment Management • Greenwich, Connecticut, United States • 1-10 Employees

Company overview

Headquarters	40 West Elm Street, Greenwich, Connecticut 06830, US
Phone number	+12036192617
Website	deltawm.com
NAICS	5231
Keywords	Investment Management, Retirement Planning, Tax Planning, Cash Flow Management, Custom-Tailored Portfolios
Founded	2015
Employees	1-10
Socials

Key Contact at Delta Wealth Management

Robert Defruscio

Founder and Managing Partner

About Delta Wealth Management

Delta Wealth Management cuts through all the noise surrounding investing. We help our clients plot an investment strategy designed for them. Delta, a registered investment advisor, works with clients to build and protect their wealth in a tax-efficient manner. Delta is a fiduciary. That means that if you become our client, we will have a fiduciary duty to you to always act in your best interests. You receive unbiased investment advice, free of any conflict-of-interest. We're a boutique shop that creates a custom-tailored financial strategy to fit your needs and objectives. We provide our clients a lot of individual attention because it's the right way to do business. We are not for everybody. And that's okay. If this sounds like the kind of wealth management experience you're looking for, contact founder Robert DeFruscio through this page or via https://www.deltawm.com/contact Please visit our website to find out why Delta Wealth Management offers a different kind of wealth management experience to grow your financial portfolio and protect your future: https://www.deltawm.com/

Delta Wealth Management revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$1,100,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

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Employees

Founder/Owner

Employees by Department

Delta Wealth Management has 1 employees across 1 departments.

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Number of employees

Funding Data

Delta Wealth Management has never raised funding before.

Delta Wealth Management Tech Stack

Discover the technologies and tools that power Delta Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Adobe Fonts

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Modernizr

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Lodash

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reCAPTCHA

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Squarespace Commerce

Ecommerce

Stimulus

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HSTS

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Open Graph

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core-js

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YUI

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Squarespace

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Frequently asked questions

Delta Wealth Management is located in Greenwich, Connecticut, US.

You can reach Delta Wealth Management at +12036192617.

Delta Wealth Management was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

Delta Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Delta Wealth Management

Robert Defruscio

Founder and Managing Partner

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