Wealth Manager
    SEC Registered
    Manages Private Funds

    Delaware Wealth Planners

    Registered investment advisor · Wilmington, Delaware · CRD #306818

    Assets Under Management
    $256M
    Client Accounts
    277
    Employees
    4
    CRD Number
    306818
    Registration
    SEC Registered
    Custodian
    Sei Private Trust / Sei Investments Distribution Co.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Delaware Wealth Planners

    Delaware Wealth Planners is a SEC-registered investment advisory firm headquartered in Wilmington, Delaware, managing approximately $256M in regulatory assets across 277 client accounts. The firm's full regulatory record is filed with the SEC under CRD #306818.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Delaware Wealth Planners's AUM?

    Delaware Wealth Planners reports approximately $256M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Delaware Wealth Planners headquartered?

    Delaware Wealth Planners is headquartered in Wilmington, Delaware.

    What is Delaware Wealth Planners's CRD number?

    Delaware Wealth Planners's CRD number is 306818. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Delaware Wealth Planners manage?

    Delaware Wealth Planners manages approximately 277 client accounts according to its latest SEC filing.

    Is Delaware Wealth Planners SEC registered?

    Yes, Delaware Wealth Planners is registered with the SEC as an investment adviser with an approved registration status.

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