Delos Wealth Advisors is an investment advisor in Dallas with $130.54 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
833218022
SEC advisor number
801-119589
FINRA CRD number
300734
AUM ?
$130.02 mm
(as of 8 Mar 24)
Accounts
355
(as of 8 Mar 24)
Employees
4
(4 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
15 Nov 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
1 Sep 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22