DELTA WEALTH SOLUTIONS, LLC
CRD #306199 SEC #801-118038 KANSAS CITY, MO 314-761-9104
SEC Registered
Total AUM
$14M
Discretionary
$14M
Employees
2
Clients
0
Accounts
103
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 17, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SEIDEL, MATTHEW, TAYLOR | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SANFORD, CARSON TAYLOR, TAYLOR | I | MANAGING MEMBER | D | Control |
| SANFORD, CARSON TAYLOR, TAYLOR | I | MANAGING MEMBER | D | Control |
| SANFORD, CARSON TAYLOR, TAYLOR | I | MANAGING MEMBER | D | Control |
| SANFORD, CARSON TAYLOR, TAYLOR | I | MANAGING MEMBER | D | Control |
| SANFORD, CARSON TAYLOR, TAYLOR | I | MANAGING MEMBER | D | Control |
| SEIDEL, MATTHEW, TAYLOR | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| SEIDEL, MATTHEW, TAYLOR | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| SEIDEL, MATTHEW, TAYLOR | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| SEIDEL, MATTHEW, TAYLOR | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| SEIDEL, MATTHEW, TAYLOR | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Jun 17, 2020 REGISTERED
Notice Filings (3)
KS MO TX
Address
420 NICHOLS ROAD2ND FLOOR
KANSAS CITY, MO 64112
United States
Phone: 314-761-9104