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DELTA WEALTH ADVISORS LLC

· CRD 310504 · IAPD ↗ · 317-735-6445

$151.8MRegulatory AUM
2Advisory reps
5Employees
1Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — DELTA WEALTH ADVISORS LLC reported RAUM up 26% ($120.5M -> $151.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
August 2025 — DELTA WEALTH ADVISORS, LLC is now doing business as DELTA WEALTH ADVISORS LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
42
April 2025 — DELTA WEALTH ADVISORS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.