Delta Wealth Advisors LLC
Delta Wealth Advisors LLC is an SEC-registered mass-market adviser with $151.8M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Delta Wealth Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310504, SEC 801-129219, data through 2026-06-10.
- AUM (assets under management / regulatory AUM)
- $151.8M (2026-06-10)
- Firm type
- Mass-Market Adviser
- Employees
- 5
- Clients
- 181
- CRD
- 310504
- Ownership
- EFTHIMIOU, DINO, N; FINNIGAN, NICHOLAS, GERALD CHRIST
How much AUM does Delta Wealth Advisors LLC have?
Delta Wealth Advisors LLC reported $151.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-10).
Who owns Delta Wealth Advisors LLC?
Disclosed owners and executives of Delta Wealth Advisors LLC include EFTHIMIOU, DINO, N, FINNIGAN, NICHOLAS, GERALD CHRIST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.