# Delaware Wealth Planners

Delaware Wealth Planners is a RIA based in Wilmington, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Wilmington, United States
- **Region:** North America
- **Address:** Wilmington, DE, United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/delaware-avenue-wealth-planners-llc

## Regulatory record

- **CRD number:** 306818
- **SEC file number:** 801-131049
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306818

## About

DELAWARE WEALTH PLANNERS is an SEC-registered investment adviser in WILMINGTON, DE, registered since 2024. The firm manages approximately $256 million in regulatory assets. It employs 4 staff and 3 investment advisers.

## Questions

### Is Delaware Wealth Planners a fiduciary?

Yes, as a registered investment advisor, Delaware Wealth Planners is legally bound by the Investment Advisers Act of 1940 to act as a fiduciary. This means it must prioritize client interests above its own when providing investment advice.

### How does Delaware Wealth Planners manage conflicts of interest?

As a registered investment advisor, the firm is required to disclose material conflicts of interest in its Form ADV, including compensation structures, affiliated service providers, or proprietary products. The firm's fee-only or fee-based compensation model is not specified in public sources.

### Does Delaware Wealth Planners offer access to alternative investments?

Public records do not detail specific investment products. RIAs serving high-net-worth clients commonly provide access to private placements, hedge funds, or real estate syndications through best-efforts offerings or relationships with registered broker-dealers. This is speculative without firm disclosure.

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Last updated: 2026-06-03T20:00:00.000Z

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