What departments does Delta Wealth Advisors have?

Delta Wealth Advisors has employees across 1 departments including Customer Success.

What is the largest department at Delta Wealth Advisors?

The largest department at Delta Wealth Advisors is Customer Success with 1 employees.

Where are Delta Wealth Advisors employees located globally?

Delta Wealth Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Delta Wealth Advisors's team size changed over time?

Delta Wealth Advisors's team has grown from approximately 21 to 22 employees based on available data.

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Delta Wealth Advisors Employee Directory

Financial ServicesIndiana, United States11-50 Employees

Delta Wealth Advisors is a financial services firm that combines in-house financial planning expertise with CPA support to address the full scope of a client’s financial picture, including growing, protecting, and preserving wealth for families and their businesses. As a registered investment adviser, it emphasizes a collaborative approach aimed at achieving financial clarity. The firm is based in Indianapolis, Indiana, and operates with a mid-sized team.

Its client focus centers on families and business owners seeking integrated planning and accounting perspectives to manage wealth across personal and business needs. The platform is described as informational and does not itself provide advisory services or sales of securities.

Delta Wealth Advisors Global Highlights

North America
24

United States Of America
24

Delta Wealth Advisors's Leadership

N. S.
Client Services Associate
Mobile Phone
Email
T. R.
Client Service Associate
Mobile Phone
Email

Delta Wealth Advisors Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Business
Analytics
Administrative
Other

Contact profiles from Delta Wealth Advisors

Name

Title

Contact Info

Location

Last Update

N. S.
Client Services Associate
Mobile Phone
Email
Jun 25, 2026
T. R.
Client Service Associate
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Delta Wealth Advisors known for?

Delta Wealth Advisors was founded in 2017 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-317-773-****

. Explore Delta Wealth Advisors's company overview page for more information.

What is Delta Wealth Advisors's most common email format?

Delta Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Delta Wealth Advisors email formats with LeadIQ.

How many employees does Delta Wealth Advisors have currently?

Delta Wealth Advisors has approximately 23 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Delta Wealth Advisors's key employees and leadership?

As of July 2026, Delta Wealth Advisors's key employees include:

Client Services Associate: N. S.
Client Service Associate: T. R.

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Delta Wealth Advisors Employee Directory

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