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Director of Financial Planning and Financial Advisor · Tableaux Wealth

Luke F. Delorme

CRD 6628294 · Named on Form ADV at one SEC-registered adviser

At a glance

Tableaux Wealth, an SEC-registered wealth manager based in Great Barrington, MA with $230 million in regulatory assets, lists Luke F. Delorme on its Form ADV as Director of Financial Planning and Financial Advisor, a control person.

Firms and roles

  • Tableaux WealthDirector of Financial Planning and Financial AdvisorWealth manager · Great Barrington, MA · $230M in regulatory assets

AtlasMembers

Luke’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
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Matthew S. ChesterManaging Director, Financial Advisor, and Chief Compliance Officer, Tableaux Wealth

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