Luke Farrell Delorme
Investment adviser representative at Tableaux Wealth
10 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$229.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Tableaux WealthAug 2024 to now
- Tableaux LLCAug 2024 to now
- American Investment Services, Inc.Mar 2016 to Jul 2024
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Tableaux Wealth
Legal name: Tableaux LLC
$229.7MAssets managed
209Clients
5Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6628294
- Firm CRD
- 319355