Delaware Wealth Planners

Delaware Wealth Planners (CRD# 306818) is a financial advisory firm headquartered in Wilmington, DE. They manage $103,228,678 in 184 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2301 Pennsylvania Avenue, Wilmington, DE 19806
https://www.linkedin.com/company/delaware-avenue-wealth-planners-llc
By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    184
    ACCOUNTS
  • Average Account Value
    $561,025
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, MD, PA

Financial Advisors at Delaware Wealth Planners
Showing 1 - 3 of 3 top financial advisors.
1
Brent Bonstingl, financial advisor Wilmington DE
Brent R. Bonstingl
CRD#: 5509956
2301 Pennsylvania Avenue, Wilmington, DE 19806

Brent Bonstingl (CRD# 5509956) is an Investment Advisor Representative working at Delaware Wealth Planners in Wilmington, DE and has over 12 years of experience in the finance industry.

2
Timothy Humphreys, financial advisor Wilmington DE
Timothy D. Humphreys
CRD#: 6015525
2301 Pennsylvania Avenue, Wilmington, DE 19806

Timothy Humphreys (CRD# 6015525) is an Investment Advisor Representative working at Delaware Wealth Planners in Wilmington, DE and has over 12 years of experience in the finance industry.

3
Damon Nickle, financial advisor Wilmington DE
Damon A. Nickle
CRD#: 5823845
2301 Pennsylvania Avenue, Wilmington, DE 19806

Damon Nickle (CRD# 5823845) is an Investment Advisor Representative working at Delaware Wealth Planners in Wilmington, DE and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals