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DELAWARE WEALTH PLANNERS

DELAWARE AVENUE WEALTH PLANNERS, LLC

CRD 306818 · SEC 801-131049

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2301 PENNSYLVANIA AVENUE, WILMINGTON, DE, 19806, United States

Phone

302-254-2400

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$255.6M

Discretionary AUM

$255.6M

Team

4 total employees; 3 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISORS

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals70$21.5M
High net worth individuals19$167.8M
Pension/profit sharing plans37$66.2M

States served

DE, MD, PA

All web addresses on file

Official SEC filing: View on IAPD