| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Hunter Smith Control | Chief Investment Strategist | Under 5% | 2019 |
| Cody Lee Lummus Control | Chief Executive Officer | Under 5% | 2019 |
| Delos Acquisition, LLC Control | Managing Member | 50-75% | 2020 |
Delos Wealth Advisors, LLC reports $162.2 million in regulatory assets under management on its Form ADV.
Delos Wealth Advisors, LLC reports 6 employees.
Delos Wealth Advisors, LLC is based in Dallas, TX and has been SEC-registered since 2020.
Delos Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1845 Woodall Rodgers Fwy, Suite 1000, Dallas, TX 75201 |
| Phone | 972-810-1610 |
| Fax | 214-382-0174 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1878326 |
| Discloses disciplinary history | No |
| Discretionary | $162.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $162.2M |