Delaware Wealth Planners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wilmington, DE. Its latest Form ADV filing, dated March 27, 2026, reports $256M in regulatory assets under management, 4 employees, and 277 accounts.
Assets Under Management
$256M
Employees
4
Offices
--
Total Clients
126
Primary office
WILMINGTON, DE
2301 PENNSYLVANIA AVENUE, WILMINGTON, DE, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.6% of total clients.
Top client categories% of clientsClients
1
Individuals
55.6%
70
2
Pension Plans
29.4%
37
3
HNWI
15.1%
19
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$256Mas of March 27, 2026
Discretionary100.0%
$256M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$256M
Total Accounts277
10Y AUM Change+$152M (+147.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee32:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.