This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$152MItem 5.F on the latest filing (2026-06-10); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$150M

Private client RAUM

$147MderivedItem 5.D individuals plus high net worth individuals

Private client share

97%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$50.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

2

Offices

1Schedule D 1.F, beyond the principal office

Accounts

520

Individual clients

111

High net worth clients

65

Custody, client assets

$33.8M

SEC number

801-129219

CRD

310504

Filings on the tape

12

First filed

Nov 15, 2023

Latest filed

Jun 10, 2026

Organised

Limited Liability Company, IN

• Occurred

  Jan 16, 2024
  Advisor changed firm

  Alan Christopher Skillern left Delta Wealth Advisors Llc for Best Case Financial (registered 2025-02-10)

  Form ADVobserved 5 days ago
• Occurred

  Nov 15, 2023
  First Form ADV filing

  Delta Wealth Advisors, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:22f38710-0da0-21b0-c0de-058ff91f0bf9

First observed

Nov 15, 2023

Last observed

Jun 10, 2026 3 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.