Delos Wealth Advisors, LLC
● SEC registered since 2020CRD 300734SEC# 801-119589Dallas, TX
Reg. AUM
$185.6M
Employees
8
Accounts
382
Location
Dallas, TX
Delos Wealth Advisors, LLC assets under management
Delos Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2020. It reports $185.6 million in regulatory assets under management and employs 8 people.
Delos Wealth Advisors, LLC owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Hunter Smith Control | Chief Investment Strategist | Under 5% | 2019 |
| Cody Lee Lummus Control | Chief Executive Officer | Under 5% | 2019 |
| Delos Acquisition, LLC Control | Managing Member | 50-75% | 2020 |
See all 15 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Delos Wealth Advisors, LLC manage?
Delos Wealth Advisors, LLC reports $185.6 million in regulatory assets under management on its Form ADV.
How many employees does Delos Wealth Advisors, LLC have?
Delos Wealth Advisors, LLC reports 8 employees.
Where is Delos Wealth Advisors, LLC located?
Delos Wealth Advisors, LLC is based in Dallas, TX and has been SEC-registered since 2020.
Does Delos Wealth Advisors, LLC disclose fund performance?
Delos Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1845 Woodall Rodgers Fwy, Suite 1000, Dallas, TX 75201 |
| Phone | 972-810-1610 |
| Fax | 214-382-0174 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1878326 |
| Discloses disciplinary history | No |
Regulatory AUM
$185.6M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$185.6Mregulatory AUM
Discretionary $185.6M