Delta Wealth Solutions, LLC

RIAState Registered

Total AUM

$106M

Discretionary

$106M

100% of AUM

Avg account

$306K

Accounts

346

Employees

2

Advisory reps

2

Firm details

Headquarters: North 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: HNWI58.26%
Individuals37.32%
Charitable Organizations4.42%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Delta Wealth Solutions, LLC is an independent, individually owned advisory firm organized as an LLC. The firm is state-registered in Illinois, Kansas and Missouri and serves both individual/family and institutional clients. Its fees are charged as a percentage of assets under management and its advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting services. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds89%
Exchange Traded Equities4%
US Government Bonds2%
Investment Grade Corp Bonds2%
Cash & Cash Equivalents2%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

North Kansas City, MO

Clay

Location

North Kansas City, MO

Headquartered in North Kansas City, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area: Kansas City-Overland Park-Kansas City, MO-KS
Region: Midwest
County: Clay
Address: 3001 N Oak Trfy
Time zone: CT (UTC-6)
Office locations

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