# DELTA WEALTH ADVISORS LLC

DELTA WEALTH ADVISORS LLC is an SEC-registered investment adviser.

## Registration

- CRD: 310504
- Type: SEC-registered investment adviser
- SEC file number: 801-129219
- Phone: 317-735-6445
- Latest filing: 2026-06-10
- Regulatory AUM: $151.8M
- Discretionary AUM: $150.4M
- Non-discretionary AUM: $1.4M
- Clients: 5
- Accounts: 520

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (4)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310504/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310504/similar
- Related entities: https://search.stillhousedata.com/firm/310504/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310504

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.