Delta Wealth Advisors, LLC

Delta Wealth Advisors, LLC (CRD# 310504) is a financial advisory firm headquartered in , . They manage $102,179,507 in 538 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
https://www.deltawealthadvisors.com
By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    538
    ACCOUNTS
  • Average Account Value
    $189,925
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IN, MI, TN, TX

Financial Advisors at Delta Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Dino Efthimiou, financial advisor Indianapolis IN
Dino N. Efthimiou
CRD#: 4917635
Indianapolis, IN

Dino Efthimiou (CRD# 4917635) is an Investment Advisor Representative working at Delta Wealth Advisors, LLC in Indianapolis, IN and has over 18 years of experience in the finance industry.

2
Nicholas Finnigan, financial advisor Indianapolis IN
Nicholas G. Finnigan
CRD#: 5712810
Indianapolis, IN

Nicholas Finnigan (CRD# 5712810) is an Investment Advisor Representative working at Delta Wealth Advisors, LLC in Indianapolis, IN and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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