DELAWARE AVENUE WEALTH PLANNERS, LLC
Legal name: DELAWARE WEALTH PLANNERS
CRD #306818 SEC #801-131049 WILMINGTON, DE 302-254-2400
SEC Registered
Total AUM
$155.2M
Discretionary
$155.2M
Employees
4
Clients
26
Accounts
246
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $155.2M | $155.2M | $0 | 4 | 0 |
| Jul 2025 | $155.2M | $155.2M | $0 | 4 | 0 |
| Mar 2025 | $155.2M | $155.2M | $0 | 4 | 0 |
| Nov 2024 | $103.2M | $103.2M | $0 | 4 | 0 |
| Oct 2024 | $103.2M | $103.2M | $0 | 4 | 0 |
| Aug 2024 | $103.2M | $103.2M | $0 | 4 | 0 |
DateNov 2025
Total AUM$155.2M
Discretionary$155.2M
Non-Disc.$0
Employees4
Clients0
DateJul 2025
Total AUM$155.2M
Discretionary$155.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$155.2M
Discretionary$155.2M
Non-Disc.$0
Employees4
Clients0
DateNov 2024
Total AUM$103.2M
Discretionary$103.2M
Non-Disc.$0
Employees4
Clients0
DateOct 2024
Total AUM$103.2M
Discretionary$103.2M
Non-Disc.$0
Employees4
Clients0
DateAug 2024
Total AUM$103.2M
Discretionary$103.2M
Non-Disc.$0
Employees4
Clients0