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JP

Joshua I. Piestrup

DELTA ACCUMULATION
Sausalito, CA
Some features on this profile are disabled
CRD#: 6759965
JP

Professional summary

Joshua Ives Piestrup is a registered financial advisor currently at DELTA ACCUMULATION, LLC located in Sausalito, California.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Joshua has worked at 1 firm and has passed the Series 65 and Series 3 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Ives Piestrup's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 7, 2017 - Present

DELTA ACCUMULATION, LLC

RIA
CRD#: 286434
Sausalito, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DA
DELTA ACCUMULATION, LLC
DELTA ACCUMULATION, LLC

CRD#: 286434 / SEC#: 801-132565

RIA
Registered Investment Advisory firm - (6/17/2025 Approved)
California
Registered Investment Advisory firm - (11/13/2025 Termination Requested)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(4/7/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/23/2017
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 3
Date: 2/19/2009
National Commodity Futures Examination

Current Firm

DA
DELTA ACCUMULATION, LLC
DELTA ACCUMULATION, LLC

CRD#: 286434 / SEC#: 801-132565

RIA
Registered Investment Advisory firm - (6/17/2025 Approved)
California
Registered Investment Advisory firm - (11/13/2025 Termination Requested)
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Contact information

Main Address
85 Liberty Ship Way Suite 111, Sausalito, CA 94965
Mailing Address
Phone number
(415) 480-0485
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (1 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A: DELTA ACCUMULATION, LLC (5/21/2025)
ADV PART 2B - PATRICK KENARY (5/21/2025)
ADV PART 2B - JOSHUA PIESTRUP (5/21/2025)

Regulatory assets under management

Total Number of Accounts9
AUM (Assets Under Management)$ 210,017,327

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DELTA ACCUMULATION, LLC

CRD#: 286434Sausalito, CA

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