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DELTA WEALTH SOLUTIONS, LLC
CRD 306199 · SEC 801-118038
2345 GRAND BLVD., SUITE 2120, KANSAS CITY, MO, 64108, United States
Phone
816-810-4467
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$95.7M
Discretionary AUM
$95.7M
Team
2 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 112 | $46.2M |
| High net worth individuals | 21 | $44.8M |
| Charitable organizations | 3 | $4.6M |
All web addresses on file
Official SEC filing: View on IAPD