Summary
Delta Wealth
Founded in 2019
Description
Combining the specialized services of our in-house financial planning experts and CPA, Delta Wealth Advisors addresses every angle of your financial picture from growing, protecting and preserving the wealth of your family and your business.
Strengths
- Delta Wealth has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
Annual Revenue
Delta Wealth's annual revenue
$5039000
Based on Kona Equity data
-
Revenue per employee
$359928
-
Annual revenue growth since founding
$1007800
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Revenue growth rate from first known quarter to current
11.7%
Employee Count
14 employees
-
Employee growth rate from first known quarter to current
-4.2%
Executives
Niko Finnigan
Partner
n**@deltawealthadvisors.comMegan Amick
Senior Manager, Tax At Delta Wealth Advisors
m**@deltawealthadvisors.comJohn Henn
Assurance, Tax & Consulting Partner
j**@deltawealthadvisors.comRobert Krahulik
Staff Accountant
r**@deltawealthadvisors.comSarah Wilkes
Manager, Audit
s**@deltawealthadvisors.comMolly Griswold
Member
m**@deltawealthadvisors.comNoah Bannister
Staff Accountant
n**@deltawealthadvisors.comAlexis Mcdonald
Client Service Associate
a**@deltawealthadvisors.comKatie Loveday
Client Services Associate
k**@deltawealthadvisors.comDan Holt
Member
d**@deltawealthadvisors.comRyan Robertson
Tax & Accounting Partner
r**@deltawealthadvisors.comKara Magsamen
Manager, Tax
k**@deltawealthadvisors.comAlan Skillern
Net Worth Advisor
a**@deltawealthadvisors.comElisa Daras
Staff Accountant
e**@deltawealthadvisors.comTammy Roudebush
Administrative Assistant
t**@deltawealthadvisors.comLinda Sackett
Office Manager
l**@deltawealthadvisors.comG Score - 4
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
Location
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Key Information
- Name: Delta Wealth
- Industry: Financial Institution
- SIC: 73; 8721
- NAICS: 541; 5412
See similar companies
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By City Indianapolis Small Financial Institution in Indianapolis Mid-size Financial Institution in Indianapolis
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By State IN Small companies in IN Small Financial Institution in IN Mid-size Financial Institution in IN
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By Industry Financial Institution Small Financial Institution Mid-size Financial Institution
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Firmographic data G Score of 4 Founded in 2019 SIC: 73 SIC: 8721 NAICS: 541 NAICS: 5412 #Accounting & Accounting Services #Business Services
Frequently Asked Questions
Delta Wealth's headquarters are located at 350 Massachusetts Ave, Ste 300 Indianapolis, IN 46204.
Delta Wealth's official website is deltawealthadvisors.com
Delta Wealth's annual revenue is $5.0 M.
Delta Wealth's SIC: 73; 8721
Delta Wealth's NAICS: 541; 5412.
Delta Wealth has 14 employees
