DELTA FINANCIAL ADVISORS, L.L.C.
SEC file number 801-61891
· NEW ORLEANS, LA
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$381.1M
Discretionary AUM
$331.2M
Employees
4
Clients
—
Firm
- Address
- 701 POYDRAS STREET
NEW ORLEANS, LA 70139 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- AdvisorNet Financial, Inc Medium name-match confidence · CIK 1409362 · MN
- Alta Financial LLC Medium name-match confidence · CIK 1997188 · TN
- Deloitte Financial Advisory Services LLP Medium name-match confidence · CIK 1590831 · NY
- Financial Synergies Wealth Advisors, Inc. Medium name-match confidence · CIK 2017868 · TX
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Deloitte Financial Advisory Services LLP · D/A · Sep 15, 2026
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AdvisorNet Financial, Inc · D/A · Apr 21, 2026
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Deloitte Financial Advisory Services LLP · D/A · Jan 22, 2026
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Deloitte Financial Advisory Services LLP · D · Jan 22, 2026
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Deloitte Financial Advisory Services LLP · D/A · Sep 18, 2025
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Alta Financial LLC · D/A · May 14, 2025
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AdvisorNet Financial, Inc · D/A · Apr 15, 2025
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Financial Synergies Wealth Advisors, Inc. · D · Mar 5, 2025$7M
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Deloitte Financial Advisory Services LLP · D/A · Jan 23, 2025
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Deloitte Financial Advisory Services LLP · D/A · Jan 23, 2025
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Deloitte Financial Advisory Services LLP · D · Jan 23, 2025