Last Updated: July 2025
Delgado Wealth Management, LLC dba Wisdom Planning Group (WPG)
3322 Clay Ave, Orlando, FL 32804
(407) 462-5486 | amilka@wisdompg.com | www.wisdompg.com
1. Regulatory Status
Delgado Wealth Management, LLC dba Wisdom Planning Group (“WPG”) is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training.
2. Form ADV Part 2A
Our firm brochure contains detailed information about our services, fees, business practices, and disciplinary history (if any). Click here to view our current Form ADV Part 2A (PDF). You may also request a copy at any time by contacting us.
3. Jurisdictional Notice
This website is intended for individuals residing in jurisdictions where WPG is registered to provide investment advisory services or is otherwise exempt from registration. We do not solicit clients in locations where we are not properly registered or exempt. Although we maintain our principal office in Florida, we may only transact business in states where we are registered, notice filed, or otherwise exempt.
4. No Investment Advice
The content on this website is for informational purposes only and does not constitute investment, legal, insurance, or tax advice. Nothing on this site should be construed as a recommendation or offer to buy or sell any securities. You should consult a qualified professional before making any investment decisions.
5. Privacy and Use of Client Information
We collect and maintain nonpublic personal information about our clients as part of our regular course of business. We do not sell client information. To view our full privacy policy, including your right to opt out of certain types of data sharing, see our Privacy Policy (PDF).
6. Artificial Intelligence Use
WPG may use internal artificial intelligence (AI) tools to assist with organizing and summarizing notes from client meetings to enhance documentation and recordkeeping. These tools do not make investment decisions, are not used to communicate with clients, and do not store any personally identifiable information (PII) in third-party models.
All summaries are reviewed for accuracy by an investment adviser representative or the Chief Compliance Officer. Client data processed through AI remains confidential and secure.
If you prefer to opt out of AI-assisted notetaking, please contact our Chief Compliance Officer at (407) 462-5486 or request our opt-out form.
7. Marketing Rule Disclosures
From time to time, WPG may use client testimonials, endorsements, or third-party ratings in accordance with SEC Rule 206(4)-1 (Marketing Rule). When we do so:
- We will clearly state whether the reviewer is a current or former client.
- We will disclose whether the reviewer received any compensation or incentives.
- We will disclose any material conflicts of interest.
- We will provide the applicable time period of performance, if mentioned.
- We will ensure the testimonial is not misleading or unbalanced.
- We do not guarantee results, and past performance is not indicative of future performance.
- Any performance shown reflects model results and may not represent actual client experience. Individual results vary.
You should not base investment decisions solely on testimonials or endorsements.
8. Cybersecurity and Terms of Use
This website is protected by industry-standard encryption (SSL/HTTPS). However, no system is completely secure. Please do not transmit sensitive or confidential information via web forms. Use of this website is subject to applicable laws and regulations.
9. Third-Party Content & Links
Links to third-party websites are provided for convenience and informational purposes only. WPG does not endorse or control third-party content and is not responsible for its accuracy or completeness.
10. Social Media
WPG may maintain a presence on social media, but we do not conduct advisory business or accept instructions via those platforms. Please contact us directly for any official matters.
11. Accessibility
WPG is committed to making our website accessible to all users. If you need assistance accessing any content, please contact us.
12. Contact
For questions or to request copies of any disclosure documents, please contact:
Amilka Delgado
Chief Compliance Officer
amilka@wisdompg.com
(407) 462-5486