Delta Wealth Solutions, LLC

Updated today

Find your advisor

Client assets under management

$91,076,000

Clients

133

16% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$684,782

About

Delta Wealth Solutions, LLC is a small registered investment adviser that provides discretionary asset management and financial planning to individual clients, including high-net-worth households, as well as to qualified retirement plans. The firm also offers limited-scope ERISA 3(21) fiduciary services and participant education for employer-sponsored plans.

Investment programs are tailored to each client’s objectives and risk tolerance and employ asset allocation along with fundamental, technical, cyclical analysis and Modern Portfolio Theory, with ongoing portfolio monitoring and periodic reviews. Financial planning is provided to advisory clients at no additional cost, and accounts are managed on a discretionary basis through a major custodial relationship.

Noteworthy characteristics for a firm of this size include a two-advisor ownership structure in which both principals hold CFP certification and one also holds the CFA charter, and an asset base of roughly $95.7 million serving a relatively modest client roster. The firm’s brochure also discloses that it does not vote client proxies, receives custodial/soft-dollar benefits, excludes certain illiquid or employer-related assets from ERISA plan services, reports a small outside real-estate holding activity by an advisor, and disclosed receipt of a COVID-era PPP loan while stating that it does not impair the firm’s ability to meet client commitments.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Debt management

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0+: Up to 1.50% annually (negotiable) for discretionary asset management clients $0+: Up to 1.00% annually (negotiable) for ERISA plan services

Other

Fee-only: Asset management fees charged as percentage of assets under management; financial planning included at no additional cost for advisory clients paying asset management fees.

Main office location

Delta Wealth Solutions, LLC

2345 Grand Blvd., Suite 2120

Kansas City MO 64108, United States

Number of offices

Most active in

Illinois · Kansas · Missouri · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website 816-810-4467

Advisors at this firm

Carson S

CFP®, CFA®, Series 66

Kansas City, MO

Delta Wealth Solutions, LLC

Carson Sanford is a financial advisor at Delta Wealth Solutions, LLC in Kansas City, MO, holding the CFP® and CFA® designations with 10 years of industry experience. His prior work includes roles at UBS Financial Services, Inc. and as an independent insurance agent. Sanford is also the owner of Charles Oakley Capital LLC, a real estate holding company. Delta Wealth Solutions, LLC is a registered investment adviser serving individual clients, including high-net-worth households, and qualified retirement plans. The firm offers discretionary asset management and financial planning, applying a combination of asset allocation, fundamental and technical analysis, and Modern Portfolio Theory.

Debt management Founder/Business Owner

Matthew S

CFP®, Series 66

Kansas City, MO

Delta Wealth Solutions, LLC

Matthew Seidel is a CFP® professional with 12 years of experience in the financial services industry. He has worked at Delta Wealth Solutions, LLC since 2020 and previously held positions at Moloney Securities Asset Management, Stifel Nicolaus & Co Inc, and several other firms. He serves on the house corporation board for his former fraternity, Phi Gamma Delta, where he assists with financial oversight and budgeting. Delta Wealth Solutions, LLC is a registered investment adviser that provides discretionary asset management and financial planning to individual clients, including high-net-worth households, as well as qualified retirement plans. The firm employs tailored investment programs that use asset allocation, fundamental and technical analysis, and Modern Portfolio Theory, with ongoing portfolio monitoring and periodic reviews.

Debt management Founder/Business Owner

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support