Delta Wealth Solutions, LLC

RIAState RegisteredEst. 2020

Total AUM

$104M

Discretionary

$104M

100% of AUM

Avg account

$310K

Accounts

334

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: HNWI59.94%
Individuals35.35%
Charitable Organizations4.71%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Delta Wealth Solutions, LLC is an independent, individual-owned registered investment adviser that provides fee-based wealth management and financial planning to both individuals/families and institutional clients. The firm manages portfolios for individuals, small businesses, and institutions, and offers pension consulting services. Its client billing is structured as a percentage of assets under management, and its operating form is a limited liability company. Delta is state-registered in Illinois, Kansas, and Missouri.

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%

Contacts

2 of 2

Matthew Seidel
PresidentCRD 6203194
Carson Sanford
Head of Investment Strategy & Wealth AdvisorCRD 6262578

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

Similar firms

Prosperity Planning

North Kansas City, MO

AUM $543MTEAM 13REPS 11

Flattery Wealth Management LLC

North Kansas City, MO

AUM $17.5MTEAM 1REPS 1

In the Game Wealth Management

North Kansas City, MO

AUM $10.6MTEAM 1REPS 1

Kansas City Private Wealth Management, LLC

Kansas City, MO

AUM $104MTEAM 1REPS 1

Freedom Wealth Advisors, LLC

Lee's Summit, MO

AUM $104MTEAM 6REPS 6

Greystone Capital Partners Group LLC

Kansas City, MO

AUM $101MTEAM 4REPS 4

More RIAs in North Kansas City →All Missouri RIAs →