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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Delaware Avenue Wealth Planners LLC
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| CRD # | 306818 |
| SEC # | 801-131049 |
| CIK # | |
| AUM | $155.2 M (2025-07-25) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 302-254-2400 |
| Address | 2301 Pennsylvania Avenue Wilmington, DE 19806 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 7.6 |
| (b) Individuals (high net worth individuals) | 33 | 99.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 21 | 48.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 246 | 155.2 |
| By Discretionary | ||
| Discretionary | 246 | 155.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 246 | 155.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 155.2 | |
| Total | 246 | 155.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
KOBO Wealth Conservancy LLC
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|
HI | 0.2 |
|
Spurstone Advisory Services LLC
✚
|
CT | 0.2 |
|
Stonecrest Advisors Inc
✚
|
TX | 0.2 |
|
Gould Capital LLC
✚
|
WA | 0.2 |
|
Spinosa Wealth Management Group LLC
✚
|
LA | 0.2 |
|
First Mason Financial LLC
✚
|
OH | 0.2 |
|
The Heaton Hoppes Group LLC
✚
|
IA | 0.2 |
|
Carey Consulting Wealth Management Inc
✚
|
CA | 0.2 |
|
Confidential Management Advisors Inc
✚
|
MI | 0.2 |
|
Avant Capital LLC
✚
|
LA | 0.2 |