CRD: 306199
Delta Wealth Solutions, LLC
$95.7M Total AUM
$95.7M Disc. AUM
-- 3Y CAGR
2 Employees
138 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Stifel · UBS
- Clients
- Retail and Institutional
- Platforms
- CatalystRidge ridge
- Established Date
- 02-07-2020
- Office Locations
- 1
Office Locations
2345 Grand Blvd. Suite 2120 Kansas City MO
About Delta Wealth Solutions, LLC
Delta Wealth Solutions is a Kansas City, MO registered investment adviser providing fiduciary financial planning and investment management, including retirement planning, Social Security maximization, and college planning. The team includes CFP professionals and also advises businesses on retirement plan consulting and benchmarking, with client access via Schwab (Schwab Alliance portal).
Team overview
31 AVG AGE
$47.9M AVG AUM / ADVISOR
$693.5K AVG AUM / CLIENT
6.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Zenith vital Beacon Vector pathway
Client Personas
Vector horizon
Custodian
Legacy Focus Prime Horizon Crest eagle Delta fusion
Investment Themes
Ember ridge Prime Focus ridge
Investment Vehicles
Beacon insight
Platform
Pioneer vertex
Services
Capital signal Summit Foundation pathway Meridian Catalyst value Zenith Radial wave Delta capital Crest Alpha
Technology
Fusion Zenith meridian
Owner & Executives
CARSON TAYLOR SANFORD
Managing Member
- CRD
- #6262578
- Ownership
- 50% but less than 75%
(304) 612-2411
zenith.matrix@crestcapital.com
in linkedin.com/in/radial-atlas
MATTHEW TAYLOR SEIDEL
Chief Compliance Officer, Managing Member, President
- CRD
- #6203194
- Ownership
- 50% but less than 75%
(430) 591-7830
wave.ember@beaconcapital.com
in linkedin.com/in/value-unison
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,707,000 | $135,922 |
| Non-Discretionary | $0 | -- |
| Total | $95,707,000 | $135,922 |
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Separately Managed Accounts
Total SMA Asset: $95,707,000
Public Funds:
6.0% Equity - Exchange:
18.6% Cash:
11.0% Corporate - Investment Grade:
21.7% U.S. Government/Agency:
24.3% Municipal Bonds:
18.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $527,474,164 | 6.0% |
| Equity - Exchange | $1,635,169,910 | 18.6% |
| Cash | $967,035,968 | 11.0% |
| Corporate - Investment Grade | $1,907,698,228 | 21.7% |
| U.S. Government/Agency | $2,136,270,366 | 24.3% |
| Municipal Bonds | $1,617,587,437 | 18.4% |
| Total | $8,791,236,073 | 100.0% |