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  2. Delta Wealth Management

Filings through Oct 24, 2026.

Delta Wealth Management

EIN 46-3105104-investment management-Latest filing 2025
Plans
1
Retirement
1
$77K assets
Health & Benefits
0
Participants
3
48 MAIN STREET - OLD SAYBROOK, CT 06475860-321-6250deltawm.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$77K - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

DELTA WEALTH MANAGEMENT 401(K) PLAN

401(k)

Assets$77K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001DELTA WEALTH MANAGEMENT 401(K) PLAN401(k)$77K32025
  • DELTA WEALTH MANAGEMENT 401(K) PLAN$77K
    #001 · 401(k) · 20253
Retirement plans
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