Delos Wealth Advisors

Delos Wealth Advisors, LLC is a registered investment adviser based in Dallas, TX, providing services since 04/01/2019. The firm is owned by Delos Wealth Advisors Holdco, LLC and Delos Capital Advisors, LLC. Delos offers discretionary portfolio management services, where clients grant the firm authority to manage their accounts. Non-discretionary services are also available, requiring client approval before transactions. The firm may use sub-advisers for portfolio management. Financial planning and pension consulting services are offered, tailored to individual needs. Delos may recommend third-party money managers and provides subscription services for institutional research notes. The firm does not participate in wrap fee programs. Delos advises on various investments, including equities, mutual funds, real estate, and derivatives. The minimum annual fee is $10,000, with fees based on a percentage of assets under management. Delos does not accept performance-based fees or engage in side-by-side management. The firm serves individuals, high net worth individuals, pension plans, and charitable organizations. Delos uses technical, fundamental, and cyclical analysis in investment strategies. Clients are responsible for voting securities, and the firm does not vote proxies. Delos does not have any disciplinary disclosures and does not have custody of client assets. The firm does not provide physical custody of funds or securities. Delos does not have financial conditions preventing meeting contractual commitments. As a federally registered adviser, Delos is not required to respond to state registration requirements.