1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2DELAWARE WEALTH PLANNERS

Map pinWILMINGTON, DE
Phone302-254-2400
NotebookSEC #801-131049
Total AUM
$255.6M
Employees
4
Clients
126

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2301 PENNSYLVANIA AVENUE
WILMINGTON
DE 19806
United States
Operating Hours
9:00AM - 6:00PM
Monday - Friday
Phone
302-254-2400

ReceiptFinancials

Total AUM
$255.6M
Accounts
277
Discretionary
$255.6M
Accounts
277
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
70
AUM
$21.5M
HNW Individual Clients
19
AUM
$167.8M
Pension/Profit Sharing Plan Clients
37
AUM
$66.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISORS

Shield checkCompliance

Disclosures

None reported

State Registrations
DEMDPA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account