| Name | Title | Ownership | Since |
|---|---|---|---|
| Dino N Efthimiou Control | Managing Member & Chief Compliance Officer | Over 75% | 2017 |
| Nicholas Gerald Christ Finnigan Control | Owner | 10-25% | 2020 |
Delta Wealth Advisors, LLC reports $120.5 million in regulatory assets under management on its Form ADV.
Delta Wealth Advisors, LLC reports 3 employees.
Delta Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 317-735-6445 |
| Fax | 317-735-6492 |
| Office hours | Not Applicable - Office Visits By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $119.2M |
| Non-discretionary | $1.3M |
| Total (RAUM) | $120.5M |