Delta Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 29, 2026, reports $152M in regulatory assets under management, 5 employees, 1 office, and 520 accounts.
Top client segmentIndividuals represent 61.3% of total clients.
Top client categories% of clientsClients
1
Individuals
61.3%
111
2
HNWI
35.9%
65
3
Pension Plans
2.2%
4
4
Corporations
0.6%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$152Mas of April 29, 2026
Discretionary99.1%
$150M
99% of total RAUM99.1%
Non-discretionary0.9%
$1M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$152M
Total Accounts520
10Y AUM Change+$51M (+51.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee36:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.