DELTA WEALTH ADVISORS LLC is an SEC-registered investment adviser (CRD 310504). Regulatory assets under management: $151.8M.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Dino N Efthimiou | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Nicholas Gerald Christ Finnigan | OWNER | — |
| EFTHIMIOU DINO N | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| FINNIGAN NICHOLAS GERALD CHRIST | OWNER | — |