Delta Financial Advisors, L.l.c.
Delta Financial Advisors, L.l.c. is an SEC-registered wealth manager in Metairie, LA with $592.3M assets under management (AUM, regulatory AUM), +38% over one year. See who owns Delta Financial Advisors, L.l.c.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 122092, SEC 801-61891, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $592.3M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Metairie, LA
- Employees
- 5
- Clients
- 217
- CRD
- 122092
- Ownership
- PLAUCHE, GERARD, ANTHONY; WILLIAMS, FRANK, ADAIR MONROE; FAVROT, CLIFFORD, FRERET; BISHOP, AINSLEY, DESILVA
How much AUM does Delta Financial Advisors, L.l.c. have?
Delta Financial Advisors, L.l.c. reported $592.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Delta Financial Advisors, L.l.c.?
Disclosed owners and executives of Delta Financial Advisors, L.l.c. include PLAUCHE, GERARD, ANTHONY, WILLIAMS, FRANK, ADAIR MONROE, FAVROT, CLIFFORD, FRERET, BISHOP, AINSLEY, DESILVA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.