DELAWARE AVENUE WEALTH PLANNERS, LLC
Doing business as DELAWARE WEALTH PLANNERS. SEC Form ADV profile.
Total regulatory AUM
$255,567,984
Discretionary
$255,567,984
Non-discretionary
$0
Firm details
- CRD number
- 306818
- SEC file number
- 801-131049
- Main office
- WILMINGTON, DE, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of November 2026.