Delaware Wealth Planners
Delaware Wealth Planners is an SEC-registered ria in Wilmington, DE with $255.6M assets under management (AUM, regulatory AUM), +65% over one year. See who owns Delaware Wealth Planners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306818, SEC 801-131049, data through 2026-06-24.
- AUM (assets under management / regulatory AUM)
- $255.6M (2026-06-24)
- Firm type
- Ria
- Location
- Wilmington, DE
- Employees
- 4
- Clients
- 126
- CRD
- 306818
- Ownership
- BONSTINGL, BRENT, ROBERT; NICKLE, DAMON, ANDREW; HUMPHREYS, TIMOTHY, DUNCAN
How much AUM does Delaware Wealth Planners have?
Delaware Wealth Planners reported $255.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-24).
Who owns Delaware Wealth Planners?
Disclosed owners and executives of Delaware Wealth Planners include BONSTINGL, BRENT, ROBERT, NICKLE, DAMON, ANDREW, HUMPHREYS, TIMOTHY, DUNCAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.