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DELTA WEALTH ADVISORS LLC

CRD 310504 · SEC 801-129219

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IL, United States

Phone

317-735-6445

Fax

317-735-6492

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$151.8M

Discretionary AUM

$150.4M

Team

5 total employees; 2 advisory reps; 1 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees; PERCENTAGE OF NET WORTH

Org form

Limited Liability Company

Filing date

2026-06-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals111$31.9M
High net worth individuals65$114.9M
Pension/profit sharing plans4$4.5M
Corporations/business entities1$475K

States served

IL, IN, MI, NE, TN, TX, FL

All web addresses on file

Official SEC filing: View on IAPD