A complete list of active advisors currently associated with Delta Wealth Solutions, LLC

Warmer can help you find a great advisor at Delta Wealth Solutions, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Delta Wealth Solutions, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Carson Sanford	North Kansas City, MO	11
Matthew Seidel	North Kansas City, MO	12

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