DELTA WEALTH ADVISORS LLC

CRD 310504File 801-129219

APPROVED

Retail clients

Custody

Filing as of Jun 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$151.8M

Bottom 25% of cohort (national)

Discretionary AUM

$150.4M

Non-discretionary $1.4M

Clients

181

520 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Dec 14, 2023
Principal office: Not reported
Phone: 317-735-6445
Website: https://www.linkedin.com/company/deltawealthadvisors

Assets & accounts

ADV Item 5F

Total regulatory AUM: $151.8M
Discretionary AUM: $150.4M
Non-discretionary AUM: $1.4M
Discretionary accounts: 516
Non-discretionary accounts: 4
Total accounts: 520
AUM per client: $839K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	1	$475K
High net worth individuals	65	$114.9M
Pension and profit sharing plans	Fewer than 5	$4.5M
Individuals (other than high net worth individuals)	111	$31.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — PERCENTAGE OF NET WORTH
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.