Delaware Wealth Planners

RIASEC RegisteredEst. 2024

Total AUM

$256M

Discretionary

$256M

100% of AUM

Avg account

$923K

Accounts

277

Employees

Advisory reps

Firm details

Headquarters: Wilmington, Delaware
CRD number: 306818
Registered since: October 17, 2024
Website: www.dwpinvest.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI65.67%
Pension & Profit Sharing Plans25.92%
Individuals8.41%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Delaware Wealth Planners operates as an independent SEC-registered investment adviser organized as an LLC. The firm is structured as an individual-owned practice and identifies as a capital allocator, meaning it places client capital with third-party managers in addition to running in-house portfolios. Its client mix includes high-net-worth individuals and families as well as institutional relationships. Compensation arrangements are flexible and include percentage-of-AUM billing alongside hourly, fixed-fee, and other charge structures. Service offerings emphasize comprehensive planning and portfolio management for individuals and small businesses, plus pension consulting and the selection of outside advisers. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.