Delaware Wealth Planners
Firm details
- Headquarters
- Wilmington, Delaware
- CRD number
- 306818
- Registered since
- October 17, 2024
- Website
- www.dwpinvest.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI65.67%
- Pension & Profit Sharing Plans25.92%
- Individuals8.41%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Delaware Wealth Planners is organized as a limited liability company and operates as an independent registered investment advisor. The firm became SEC-registered in 2024 and is owned by an individual. It describes itself as a capital allocator that serves both individual and family clients as well as institutional relationships. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Core advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. The firm does not identify as an active ESG investor and reports it is not a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds41%
- Exchange Traded Equities23%
- Cash & Cash Equivalents20%
- US Government Bonds9%
- State & Local Bonds5%
Contacts
3 of 3
Damon Nickle
Investment Advisor RepresentativeCRD 5823845
Timothy Humphreys
PresidentCRD 6015525
Brent Bonstingl
Private Client Advisor, Managing DirectorCRD 5509956
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wilmington, DE
New Castle
Location
Wilmington, DE
Headquartered in Wilmington, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- New Castle
- Address
- 2301 Pennsylvania Ave
- Time zone
- ET (UTC-5)
- Office locations
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