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| Keyboard |
| Delta Wealth Management
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|---|---|
| CRD # | 111368 |
| SEC # | 801-44823 |
| CIK # | |
| AUM | 522.5 M (2026-03-03) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 209-224-8534 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 1.0 |
| (b) Individuals (high net worth individuals) | 34 | 362.5 |
| (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 | 0 | 2.7 |
| (h) Charitable organizations | 7 | 156.3 |
| (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 | 188 | 522.5 |
| By Discretionary | ||
| Discretionary | 188 | 522.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 188 | 522.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 522.5 | |
| Total | 188 | 522.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mowery & Schoenfeld Wealth Management LLC
✚
|
IL | 524.4 M |
|
Denver PWM LLC
✚
|
CO | 524.4 M |
|
Pathway Financial Advisers LLC
✚
|
IN | 524.2 M |
|
Conifer Investments Ltd
✚
|
CT | 524.0 M |
|
DLK Investment Management
✚
|
CA | 524.0 M |
|
Convergence Investment Partners LLC
✚
|
FL | 523.6 M |
|
Financial Gravity Asset Management Inc
✚
|
TX | 523.4 M |
|
Churchill Financial Advisors LLC
✚
|
KY | 522.9 M |
|
Evergreen Advisors LLC
✚
|
TN | 522.8 M |
|
Andrew Garrett Inc
✚
|
NY | 521.3 M |