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DELTA GLOBAL

NEW YORK, NY · CRD 327142 · IAPD ↗ · delta.global · 212-680-4581

$2.99BRegulatory AUM
9Advisory reps
14Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — DELTA GLOBAL reported RAUM up 26% ($2.38B -> $2.99B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
April 2025 — DELTA GLOBAL reported RAUM up 33% ($1.78B -> $2.38B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — DELTA GLOBAL crossed $1B in regulatory AUM ($578.6M -> $1.78B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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