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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 7, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HUMPHREYS, TIMOTHY, DUNCAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| HUMPHREYS, TIMOTHY, DUNCAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| HUMPHREYS, TIMOTHY, DUNCAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| HUMPHREYS, TIMOTHY, DUNCAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| HUMPHREYS, TIMOTHY, DUNCAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| HUMPHREYS, TIMOTHY, DUNCAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BONSTINGL, BRENT, ROBERT | I | MANAGING PARTNER | B |
Registrations
Federal
IA
Nov 7, 2025 REGISTERED
Notice Filings (3)
DE MD PA
Address
2301 PENNSYLVANIA AVENUEWILMINGTON, DE 19806
United States
Phone: 302-254-2400