AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia / Delaware Wealth Planners
Delaware Wealth Planners
Filed as DELAWARE WEALTH PLANNERS · Legal name Delaware Avenue Wealth Planners, LLC
Delaware Wealth Planners is an SEC-registered investment advisory firm in Wilmington, DE, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 11, 2026.
Quick answers
From the filingHow is Delaware Wealth Planners compensated?
On its Form ADV (Item 5.E, October 2026), Delaware Wealth Planners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.
Where is Delaware Wealth Planners located?
Delaware Wealth Planners' principal office is in Wilmington, DE, according to its Form ADV.
Is Delaware Wealth Planners registered with the SEC or a state?
Delaware Wealth Planners is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 306818.
How much does Delaware Wealth Planners manage?
Delaware Wealth Planners reports $255,567,984 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (100% discretionary).
How have Delaware Wealth Planners' assets and staff changed since 2025?
In the Form ADV data for Delaware Wealth Planners: Regulatory assets under management: $155,182,754 in the October 2025 data and $255,567,984 in the October 2026 data, up 65%. Total employees: 4 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Delaware Wealth Planners serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (70); pension and profit sharing plans (but not the plan participants or government pension plans) (37); high net worth individuals (19).
Which custodians does Delaware Wealth Planners use?
Delaware Wealth Planners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and SEI Private Trust / SEI Investments Distribution Co. as custodians holding 10% or more of its separately managed account assets.
Does Delaware Wealth Planners report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/306818
Does Delaware Wealth Planners state an account minimum?
Its Form ADV Part 2A brochure dated July 28, 2026 says: "There is no account minimum for any of DWP’s services."
What changed in Delaware Wealth Planners' recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $155,182,754 to $255,567,984 (+65%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
There is no account minimum for any of DWP’s services.
As stated in the firm's Form ADV Part 2A brochure dated July 28, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$255,567,984 as of October 2026, filing dated September 11, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Delaware Avenue Wealth Planners, LLC
- Also doing business as
- DELAWARE WEALTH PLANNERS
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (1 year)
- Employees
- Total: 4. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $255,567,984 | 4 | September 11, 2026 |
| October 2025 | $155,182,754 | 4 | July 25, 2025 |
Regulatory assets under management: $155,182,754 in the October 2025 data and $255,567,984 in the October 2026 data, up 65%.
Total employees: 4 in October 2025 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $155,182,754 to $255,567,984 (+65%).
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Delaware Wealth Planners (CRD 306818): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/delaware-wealth-planners-wilmington-de-306818