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Managing Member & Chief Compliance Officer · Wisdom Planning Group

Amilka N. Delgado

CRD 4097387 · Named on Form ADV at one SEC-registered adviser

At a glance

Wisdom Planning Group, an SEC-registered wealth manager based in Orlando, FL with $113 million in regulatory assets, lists Amilka N. Delgado on its Form ADV as Managing Member & Chief Compliance Officer, a control person.

Firms and roles

  • Wisdom Planning GroupManaging Member & Chief Compliance OfficerWealth manager · Orlando, FL · $113M in regulatory assets

AtlasMembers

Amilka’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Amilka’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.