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Building 2DELTA WEALTH ADVISORS LLC

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Phone317-735-6445
NotebookSEC #801-129219
Total AUM
$151.8M
Employees
5
Clients
181

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
317-735-6445
Other Offices
1

ReceiptFinancials

Total AUM
$151.8M
Accounts
520
Discretionary
$150.4M
Accounts
516
Non-Discretionary
$1.4M
Accounts
4

ContactClients

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Individual Clients
111
AUM
$31.9M
HNW Individual Clients
65
AUM
$114.9M
Pension/Profit Sharing Plan Clients
4
AUM
$4.5M
Corporation or Business Clients
1
AUM
$475K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF NET WORTH

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILINMINETNTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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