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DELTA ACCUMULATION, LLC

SAUSALITO, CA · CRD 286434 · IAPD ↗ · deltaaccumulation.com · 415-480-0485

$332.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

69
April 2026 — DELTA ACCUMULATION, LLC reported RAUM up 58% ($210.0M -> $332.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
July 2025 — DELTA ACCUMULATION, LLC (SAUSALITO, CA) is newly SEC-registered with $210.0M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.