SEC Form ADV · CIK 1610580

HAPPINESS IN RETIREMENT

Firm profile: Del-Sette Capital Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNY
$192.5M
Assets Under Management
57
Total Clients
8
Employees
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Registration Details

CIK
1610580
Accession
crd-159052
Location
SCHENECTADY, NY
Filing Date
September 3, 2026
AUM
$192.5M
Total Clients
57
Employees
8
Amendment
No

Client Types

IndividualsHNW Individuals

About this Adviser

HAPPINESS IN RETIREMENT is a registered investment adviser headquartered in SCHENECTADY, NY, managing approximately $192.5M in assets across 57 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.