Delta Wealth Management, LLC

Delta Wealth Management serves individuals—primarily high‑net‑worth individuals—along with trusts, estates, retirement accounts, charitable organizations and corporations, offering fee‑based investment management, financial planning and consulting. The firm manages roughly $68 million across about 44 master household accounts and generally requires a $250,000 minimum, organizing client relationships with master agreements and multiple sub‑accounts.

The firm’s investment approach emphasizes fundamental analysis and long‑term asset allocation, combining internally selected equities and fixed‑income instruments with the use of independent third‑party asset managers for certain equity strategies. Accounts are typically managed on a discretionary basis when authorized, and the firm conducts ongoing monitoring of third‑party managers and may reallocate client assets among managers as part of its oversight.

What distinguishes the firm from many peers is its external affiliations and operating structure: an owner is also a partner in a private CPA firm (a disclosed potential conflict when recommending accounting services) and the firm maintains revenue‑sharing arrangements with third‑party asset managers. Its relatively small client roster managed through master household agreements and its routine use of sub‑advisers make its business model less common among supported firms of similar size.