Delta Wealth Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$101,161,000
Clients
148
Advisors
2
of 2 employees
About
Delta Wealth Solutions, LLC provides discretionary asset management to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and business entities, and also serves qualified retirement plans as a limited‑scope ERISA 3(21) fiduciary. The firm includes a range of financial planning topics — retirement, succession, education, legacy, insurance, investment, budgeting, debt management and cash flow analysis — for advisory clients at no additional cost.
Portfolios are tailored to each client’s goals, time horizon and risk tolerance and are managed using asset allocation alongside fundamental, technical, cyclical analysis and elements of modern portfolio theory, with discretionary trading authority. Delta Wealth conducts internal account reviews quarterly and meets with clients at least annually, requires custody through Charles Schwab & Co., and discloses receipt of certain economic benefits from custodial and broker relationships consistent with soft‑dollar practices.
Compared with many peers, Delta Wealth is a small, owner‑run firm (two 50% owners) with about $103.6 million in discretionary AUM and no stated account minimum, and its advisory team holds CFP designations while one principal also holds the CFA charter. The firm does not vote client proxies (clients retain that responsibility), provides ERISA plan‑level services with specified excluded assets, and discloses a limited outside real‑estate holding activity by one principal that the firm says is not solicited to clients.
Client services
Expertise
Occupation focus
Fee options
$0+: up to 1.50% annually (negotiable for asset management clients) $0+: up to 1.00% annually (negotiable for ERISA plan services)
Main office
3001 N. Oak Trafficway
North Kansas City MO 64116
Advisors at this office
2
Most active in
Illinois · Kansas · Missouri · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Carson S
CFP®, CFA®, Series 66
North Kansas City, MO
Delta Wealth Solutions, LLC
Carson Sanford is a CFP® and CFA® with 11 years of industry experience. He is a principal at Delta Wealth Solutions, LLC and has previously worked at UBS Financial Services, Inc. and Charles Oakley Capital LLC. Sanford is also the owner of a real estate holding company. Delta Wealth Solutions, LLC provides discretionary asset management and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, business entities, and qualified retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a range of analytical approaches and conducting regular reviews.
Matthew S
CFP®, Series 66
North Kansas City, MO
Delta Wealth Solutions, LLC
Matthew Seidel is a CFP®-certified financial advisor with 12 years of industry experience. He has worked at Delta Wealth Solutions, LLC since 2020 and previously held roles at Moloney Securities Asset Management, Moloney Securities Co., and Stifel Nicolaus & Co. In addition to his advisory work, he serves on the house corporation board for his college fraternity, overseeing its undergraduate chapter operations. Delta Wealth Solutions, LLC provides discretionary asset management and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, business entities, and qualified retirement plans. The firm customizes portfolios using asset allocation combined with fundamental, technical, and cyclical analysis, and manages approximately $103.6 million in discretionary assets.
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