Data / Investment advisers / Delaware / Delaware Wealth Planners
Delaware Wealth Planners, Wilmington, DE: $256 million AUM, SEC registered investment adviser
Delaware Wealth Planners is an SEC registered investment adviser with its main office in Wilmington, Delaware and reports $256 million in regulatory assets under management in its Form ADV filed September 11, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 306818
- SEC file number
- 801-131049
- SEC status
- Approved, effective October 17, 2024
- Legal name
- Delaware Avenue Wealth Planners, LLC
- Main office
- 2301 Pennsylvania Avenue, Wilmington, DE 19806
- Phone
- (302) 254-2400
- Regulatory AUM
- $255,567,984 in the Form ADV filed September 11, 2026
- Discretionary AUM
- $255,567,984
- Accounts
- 277
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 11, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 19 | $167.8 million |
| Pension and profit sharing plans | 37 | $66.2 million |
| Individuals (other than high net worth individuals) | 70 | $21.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $255.6 million | March 27, 2026 |
| December 1, 2025 | $155.2 million | November 7, 2025 |
Other advisers in Wilmington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Clariti Wealth Advisors | Wilmington | $797.6 million | Not listed | adviserinfo.sec.gov |
| Westover Capital Advisors, LLC | Wilmington | $652.9 million | Not listed | adviserinfo.sec.gov |
| Realta Investment Advisors, Inc | Wilmington | $385.4 million | Not listed | adviserinfo.sec.gov |
| Wilmington Trust Asset Management, LLC | Wilmington | $271.4 million | 5 | adviserinfo.sec.gov |
| Ih2 Advisors & Company | Wilmington | $265.3 million | Not listed | adviserinfo.sec.gov |
| Windmark Investment Partners, Inc. | Wilmington | $233.3 million | Not listed | adviserinfo.sec.gov |
| Marvin & Palmer Associates | Wilmington | $195.7 million | 2 | adviserinfo.sec.gov |
| Donald W. Nicholson & Associates LTD | Wilmington | $171.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wilmington, DE
- Investment advisers in Delaware
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Delaware Wealth Planners on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.