Delta Wealth Solutions, LLC

RIASEC RegisteredEst. 2020

Total AUM

$104M

Discretionary

$104M

100% of AUM

Avg account

$310K

Accounts

334

Employees

Advisory reps

Firm details

Headquarters: North Kansas City, Missouri
CRD number: 306199
Registered since: February 7, 2020
Website: www.deltawealthsolutions.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI59.94%
Individuals35.35%
Charitable Organizations4.71%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Delta Wealth Solutions, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2020. The firm is individually owned and serves both individual/family and institutional clients. Its primary advisory services include financial planning and discretionary portfolio management for individuals, small businesses, and institutions, along with pension consulting. Delta Wealth charges clients on a percentage-of-assets-under-management basis and does not market itself as a capital allocator. Delta Wealth does not identify as an ESG-focused investor and is not registered as a multi-state adviser. The practice appears to blend traditional wealth-management services with consultancy work for business and institutional retirement plans.