|
⚲
|
| Keyboard |
| Delaware Avenue Wealth Planners LLC
✚
|
|
|---|---|
| CRD # | 306818 |
| SEC # | 801-131049 |
| CIK # | |
| AUM | 255.6 M (2026-06-24) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 302-254-2400 |
| Address | 2301 Pennsylvania Avenue Wilmington, DE 19806 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 21.5 |
| (b) Individuals (high net worth individuals) | 19 | 167.8 |
| (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 | 37 | 66.2 |
| (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 | 277 | 255.6 |
| By Discretionary | ||
| Discretionary | 277 | 255.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 277 | 255.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 255.6 | |
| Total | 277 | 255.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Argo Wealth Advisory LLC
✚
|
VA | 256.2 M |
|
Richardson Financial Services Inc
✚
|
MA | 256.1 M |
|
Sonoma West LLC
✚
|
255.9 M | |
|
Certis Capital Management Inc
✚
|
CA | 255.9 M |
|
Muirfield Wealth Advisors LLC
✚
|
NC | 255.8 M |
|
Releve Financial Group LLC
✚
|
AZ | 255.6 M |
|
International Private Wealth Advisors LLC
✚
|
CA | 255.3 M |
|
Sorenson Impact Advisory LLC
✚
|
UT | 255.1 M |
|
Secured Retirement Advisors LLC
✚
|
MN | 255.1 M |
|
Pathwise Wealth Partners LLC
✚
|
CA | 255.0 M |