W Wellspent
Get matched
For advisors Get matched
Wellspent public graph/Firms/Delta Lake Wealth Management, LLC

Delta Lake Wealth Management, LLC

Rexburg, Idaho

Fee-only

Delta Lake Wealth Management, LLC at a glance

  • One of 70 fee-only firms based in Idaho in the Wellspent graph.
  • 1 advisor is listed here, who holds the CFP.
  • Its Form ADV reports 69 employees and 721 individual clients, 182 of them high net worth.
  • Its average account is about $294,000 (assets it manages divided by its 4,262 accounts).

Fee-only advisors in Idaho · What fee-only advisors charge in Idaho

Facts

Based inRexburg, Idaho
Websitedeltalakewm.com
Email[email protected]
Phone(208) 227-8069

Questions about Delta Lake Wealth Management, LLC

How many advisors does Delta Lake Wealth Management, LLC have in the Wellspent public graph?

The Wellspent public graph lists 1 advisor at Delta Lake Wealth Management, LLC.

What is the average account at Delta Lake Wealth Management, LLC?

Delta Lake Wealth Management, LLC's average account is about $294,000. That's the assets on its Form ADV divided by its 4,262 accounts.

Delta Lake Wealth Management, LLC fees

Delta Lake Wealth Management, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Hourly · Fixed fees
Assets managed$1.3 billion
Individual clients539
High-net-worth clients182
Accounts managed4,262
Employees69
Planning clients51-100
Registered withThe SEC (801-118916)
Financial planningOffered
Form ADV filedOctober 24, 2026
SEC recordCRD 285967

Advisors at this firm (1)

Other fee-only firms in Idaho

Fee-only advisors in Idaho