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| Happy Holidays!! thanks for using AUM13F!! |
| Delta Wealth Advisors LLC
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| CRD # | 310504 |
| SEC # | 801-129219 |
| CIK # | |
| AUM | $120.5 M (2025-07-09) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 317-735-6445 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 144 | 28.1 |
| (b) Individuals (high net worth individuals) | 63 | 92.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 584 | 120.5 |
| By Discretionary | ||
| Discretionary | 581 | 119.2 |
| Non-Discretionary | 3 | 1.3 |
| Total | 584 | 120.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 119.2 | |
| Total | 584 | 120.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hutchinson Financial Advisors Inc
✚
|
VA | 0.1 |
|
Stavis Wealth Transfer Solutions LLC
✚
|
TX | 0.1 |
|
Bridgelight Capital LLC
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AZ | 0.1 |
|
Fairchild Financial Advisors Inc
✚
|
CA | 0.1 |
|
Central Wealth Management LLC
✚
|
WI | 0.1 |
|
Wolverine Wealth Advisory Services Inc
✚
|
MI | 0.1 |
|
RHL Group LLC
✚
|
MI | 0.1 |
|
Cascade Financial Strategies LLC
✚
|
OR | 0.1 |
|
Anderson Griggs & Company Inc
✚
|
SC | 0.1 |
|
Maytal Asset Management LLC
✚
|
NY | 0.1 |