# Delaware Wealth Planners

> 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.

- CRD: 306818
- Filed as: DELAWARE WEALTH PLANNERS
- Legal name: Delaware Avenue Wealth Planners, LLC
- Also doing business as: DELAWARE WEALTH PLANNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wilmington, DE
- Filing period: October 2026
- Form ADV filing dated: September 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306818
- AdvisorCensus page: https://advisorcensus.com/firm/delaware-wealth-planners-wilmington-de-306818

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated July 28, 2026)

- Account minimum: None

> There is no account minimum for any of DWP’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- SEI Private Trust / SEI Investments Distribution Co.

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.

### Regulatory assets under management (Item 5.F)
- Total: $255,567,984
- Discretionary: $255,567,984
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 70 | $21,496,471 |
| High net worth individuals | 19 | $167,822,505 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 37 | $66,249,008 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### 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)

### Firm details
- Registered since: 2024 (1 year)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, MD, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dwpinvest.com
- Facebook @dwpinvest
- Instagram @delawarewealthplanners
- LinkedIn @delaware-avenue-wealth-planners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $155,182,754 | 4 | July 25, 2025 |
| October 2026 | $255,567,984 | 4 | September 11, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Delaware Wealth Planners (CRD 306818): Form ADV filing data as of October 2026.