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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- BridgeHarbor +more
- Established Date
- 09-09-2020
- Office Locations
- 1
Office Locations
About Delta Wealth Advisors LLC
Delta Wealth Advisors is an Indianapolis-based RIA providing financial planning alongside business advisory and tax services, with a focus on business owners and entrepreneurs. Portfolios emphasize asset allocation using public funds and ETFs and, when appropriate, alternative exposures including private real estate. The firm primarily custodies at Charles Schwab and serves both retail and institutional relationships.
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Accredited Investors
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Platform
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Owner & Executives
DINO N EFTHIMIOU
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #4917635
- Ownership
- 75% or more
NICHOLAS GERALD CHRIST FINNIGAN
Owner, Wealth Advisor
- CRD
- #5712810
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Nathan Thomas Stone
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- CRD
- #8227977
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,437,541 | $291,546 |
| Non-Discretionary | $1,392,345 | $348,086 |
| Total | $151,829,886 | $291,981 |
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Separately Managed Accounts
Total SMA Asset: $151,829,886
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $716,879,457 | 23.6% |
| Cash | $832,309,200 | 27.4% |
| Equity - Exchange | $315,912,981 | 10.4% |
| Corporate - Investment Grade | $528,546,718 | 17.4% |
| U.S. Government/Agency | $643,976,461 | 21.2% |
| Total | $3,037,624,817 | 100.0% |