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Delaware Avenue Wealth Planners, LLC

● SEC registered since 2024CRD 306818SEC# 801-131049Wilmington, DE
Export (members)
Reg. AUM
$155.2M
Employees
4
Accounts
246
Location
Wilmington, DE

Delaware Avenue Wealth Planners, LLC assets under management

Delaware Avenue Wealth Planners, LLC operates as an SEC-registered investment adviser based in Wilmington, DE. The firm has been registered since 2024. It reports $155.2 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/delaware-avenue-wealth-planners-llcView on SEC.gov ↗

Delaware Avenue Wealth Planners, LLC owners & executives

1 reported
NameTitleOwnershipSince
Timothy Duncan Humphreys ControlManaging Member & Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Delaware Avenue Wealth Planners, LLC manage?

Delaware Avenue Wealth Planners, LLC reports $155.2 million in regulatory assets under management on its Form ADV.

How many employees does Delaware Avenue Wealth Planners, LLC have?

Delaware Avenue Wealth Planners, LLC reports 4 employees.

Where is Delaware Avenue Wealth Planners, LLC located?

Delaware Avenue Wealth Planners, LLC is based in Wilmington, DE and has been SEC-registered since 2024.

Does Delaware Avenue Wealth Planners, LLC disclose fund performance?

Delaware Avenue Wealth Planners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2301 Pennsylvania Avenue, Wilmington, DE 19806
Phone302-254-2400
FaxN/A
Office hours9:00a.m. - 6:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$155.2M
Non-discretionary$0
Total (RAUM)$155.2M