DFX Intelligence

Data Factory

RIA / WealthAdvisor11 years in industry

Filipe Delvaux

Advisor at DELVAUX WEALTH MANAGEMENT

BRIGHTON, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2348929b-90cd-dedb-50d0-660119927d11

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 2
Observed: May 17, 2017 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Filipe Delvaux

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

Filipe Delvaux

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DELVAUX WEALTH MANAGEMENT
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Aug 31, 2015
First registration: May 17, 2017
Dual registered: no
Other names: Filipe Delvaux Brum De Oliveira|Filipe Delvaux
IAPD individual key: 5840592

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DELVAUX WEALTH MANAGEMENT	State registered	Jun 16, 2025	n/a	yes	BRIGHTON, CO	Current employment
ATHOS PRIVATE WEALTH LLC	Independent wealth	Mar 19, 2024	Mar 7, 2025	no	HOLLADAY, UT	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	May 15, 2020	Feb 14, 2024	no	Frisco, CO\|Colorado Springs, CO\|Aspen, CO\|Boulder, CO	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 17, 2017	May 28, 2019	no	SCOTTSDALE, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ATHOS PRIVATE WEALTH LLC	DELVAUX WEALTH MANAGEMENT	Mar 7, 2025	Jun 16, 2025	101	Firm change	RIA to state RIA
CHARLES SCHWAB & CO., INC.	ATHOS PRIVATE WEALTH LLC	Feb 14, 2024	Mar 19, 2024	34	Firm change	Ibd to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CHARLES SCHWAB & CO., INC.	May 28, 2019	May 15, 2020	353	Firm change	Wirehouse to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
7691:5393:AZ:2019-05-15	May 28, 2019	May 15, 2020	SCOTTSDALE, AZ	Firm change

Relationships

Registered with (4)

→ DELVAUX WEALTH MANAGEMENTRegistered adviserregistration: current employment
Jun 16, 2025 to presentfactForm ADV
→ ATHOS PRIVATE WEALTH LLCRegistered adviserregistration: previous registration
Mar 19, 2024 to Mar 7, 2025factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
May 15, 2020 to Feb 14, 2024factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 17, 2017 to May 28, 2019factForm ADV

Dated events

Occurred
Mar 7, 2025
Advisor changed firm
Filipe Delvaux left Athos Private Wealth Llc for Delvaux Wealth Management (registered 2025-06-16)
Form ADVobserved 6 days ago
Occurred
Feb 14, 2024
Advisor changed firm
Filipe Delvaux left Charles Schwab & Co., Inc. for Athos Private Wealth Llc (registered 2024-03-19)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2348929b-90cd-dedb-50d0-660119927d11
First observed: May 17, 2017
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Filipe Delvaux

Advisor at DELVAUX WEALTH MANAGEMENT

BRIGHTON, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2348929b-90cd-dedb-50d0-660119927d11

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:57 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

DELVAUX WEALTH MANAGEMENT

State registered

Jun 16, 2025

n/a

yes

BRIGHTON, CO

Current employment

ATHOS PRIVATE WEALTH LLC

Independent wealth

Mar 19, 2024

Mar 7, 2025

HOLLADAY, UT

Previous registration

CHARLES SCHWAB & CO., INC.

National bd RIA

May 15, 2020

Feb 14, 2024

Frisco, CO|Colorado Springs, CO|Aspen, CO|Boulder, CO

Previous registration

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

May 17, 2017

May 28, 2019

SCOTTSDALE, AZ

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

ATHOS PRIVATE WEALTH LLC

DELVAUX WEALTH MANAGEMENT

Mar 7, 2025

Jun 16, 2025

101

Firm change

RIA to state RIA

CHARLES SCHWAB & CO., INC.

ATHOS PRIVATE WEALTH LLC

Feb 14, 2024

Mar 19, 2024

Firm change

Ibd to RIA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CHARLES SCHWAB & CO., INC.

May 28, 2019

May 15, 2020

353

Firm change

Wirehouse to ibd

Team

Left

Joined

From

Kind

7691:5393:AZ:2019-05-15

May 28, 2019

May 15, 2020

SCOTTSDALE, AZ

Firm change