DELAWARE WEALTH PLANNERS

Overview

Delaware Wealth Planners is an independent, owner-operated registered investment advisor that acts as a capital allocator for high-net-worth individuals, families and select institutional clients. The firm’s advisory scope centers on financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers, which suggests a hybrid model combining in-house portfolio construction with third-party manager access. Delaware Wealth Planners does not position itself as an ESG-focused investor. As a capital allocator, the firm directs client capital into a mix of pooled public investments and third-party alternative funds. Its stated investment activity includes regular use of mutual funds and external managers as core building blocks, while selectively allocating to private equity, real estate and digital currency strategies for clients who are eligible and have the appropriate risk tolerance. Fee arrangements are flexible — percentage of AUM, hourly, fixed fees and other structures are used depending on client needs — indicating they manage both advisory relationships and fee-for-service planning engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices