DELTA WEALTH SOLUTIONS, LLC

RIASEC RegisteredEst. 2020

Total AUM

$95.7M

Discretionary

$95.7M

100% of AUM

Avg account

$299K

Accounts

320

Employees

Advisory reps

Firm details

Headquarters: 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: Individuals48.32%
HNWI46.84%
Charitable Organizations4.84%
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 a limited liability company in 2020 and operated by an individual owner. The firm serves both individual and family clients and institutional accounts, offering fee-based advisory services billed as a percentage of assets under management. Its core service set includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Investment activity is concentrated on pooled public vehicles rather than in-house proprietary strategies. The firm runs discretionary strategies for clients and appears to rely on third-party mutual fund managers as primary building blocks for client portfolios. Delta Wealth Solutions is not identified as an ESG-focused allocator and does not position itself as a capital allocator or sponsor of external funds.