DELAWARE WEALTH PLANNERS

Legal name: DELAWARE AVENUE WEALTH PLANNERS, LLC

CRD 306818File 801-131049

APPROVED

Retail clients

Custody

Filing as of Jul 28, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$255.6M

Below cohort median (national)

Discretionary AUM

$255.6M

Clients

126

277 accounts

Employees

Below cohort median in DE

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Oct 17, 2024
Principal office: 2301 PENNSYLVANIA AVENUE, WILMINGTON, DE, 19806
Phone: 302-254-2400
Website: https://www.linkedin.com/company/delaware-avenue-wealth-planners-llc

Assets & accounts

ADV Item 5F

Total regulatory AUM: $255.6M
Discretionary AUM: $255.6M
Non-discretionary AUM: $0
Discretionary accounts: 277
Non-discretionary accounts: 0
Total accounts: 277
AUM per client: $2.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	19	$167.8M
Pension and profit sharing plans	37	$66.2M
Individuals (other than high net worth individuals)	70	$21.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — SELECTION OF OTHER ADVISORS
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.