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 an independent, individual-owned registered investment adviser that began its SEC registration in 2024. The firm serves both individuals and families as well as institutional clients, operating as a capital allocator that combines fee models including a percentage of AUM, hourly charges, fixed fees and other billing arrangements. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. The firm reports ties to the insurance industry and pension consultant networks and does not position itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
Timothy Humphreys
PresidentCRD 6015525
Brent Bonstingl
Private Client Advisor, Managing DirectorCRD 5509956
Damon Nickle
Investment Advisor RepresentativeCRD 5823845
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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