Overview
Assets Under Management: $256 million
Headquarters: WILMINGTON, DE
High-Net-Worth Clients: 19
Average Client Assets: $8.8 million
Frequently Asked Questions
DELAWARE WEALTH PLANNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #306818), DELAWARE WEALTH PLANNERS is subject to fiduciary duty under federal law.
DELAWARE WEALTH PLANNERS is headquartered in WILMINGTON, DE.
DELAWARE WEALTH PLANNERS serves 19 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, DELAWARE WEALTH PLANNERS offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
DELAWARE WEALTH PLANNERS manages $256 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, DELAWARE WEALTH PLANNERS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.67%
Average Client Assets: $8.8 million
Total Client Accounts: 277
Discretionary Accounts: 277
Regulatory Filings
CRD Number: 306818
Filing ID: 2075696
Last Filing Date: 2026-03-27 11:02:56