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| Keyboard |
| Delta Wealth Advisors LLC
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|---|---|
| CRD # | 310504 |
| SEC # | 801-129219 |
| CIK # | 0001970701 |
| AUM | 151.8 M (2026-06-10) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 317-735-6445 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 8.0 | ||
| Apple Inc | 1.5 | ||
| J P Morgan Chase & Co | 1.1 | ||
| Lilly Eli & Co | 1.1 | ||
| Alphabet Inc | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 31.9 |
| (b) Individuals (high net worth individuals) | 65 | 114.9 |
| (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 | 4 | 4.5 |
| (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 | 1 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 520 | 151.8 |
| By Discretionary | ||
| Discretionary | 516 | 150.4 |
| Non-Discretionary | 4 | 1.4 |
| Total | 520 | 151.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 150.3 | |
| Total | 520 | 151.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001970701] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
van der Noord Financial Advisors Inc
✚
|
SC | 152.0 M |
|
Terra Wealth Management LLC
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|
NC | 152.0 M |
|
Chromecore LLC
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|
CA | 152.0 M |
|
Infinity Wealth Counsel LLC
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|
OH | 151.9 M |
|
The RENN Wealth Management Group Inc
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GA | 151.9 M |
|
Apple Tree Asset Management LLC
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IN | 151.9 M |
|
Providence Wealth Management LLC
✚
|
TN | 151.8 M |
|
Hershey Financial Advisers LLC
✚
|
PA | 151.7 M |
|
Financial Planning Fort Collins LLC
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|
CO | 151.7 M |
|
Integrated Wealth Strategies LLC
✚
|
TX | 151.7 M |