Investment adviser · CRD 306818
DELAWARE WEALTH PLANNERS
Investment adviser filing (IA)
DELAWARE AVENUE WEALTH PLANNERS, LLC
WILMINGTON, DE, United States · Form ADV filed Sep 11, 2026
- Regulatory AUM
- $256M Form ADV · Item 5.F
- Client accounts
- 277 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 19 | $167,822,505 | 65.7% |
| Retirement plans | 37 | $66,249,008 | 25.9% |
| Individuals | 70 | $21,496,471 | 8.4% |
Filing source
Form ADV 2132202 · Sep 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2301 PENNSYLVANIA AVENUEWILMINGTON, DE, 19806, United States
CRD 306818
Filing source
Form ADV 2132202 · Sep 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.