Delaware Avenue Wealth Planners, LLC
● SEC registered since 2024CRD 306818SEC# 801-131049Wilmington, DE
Reg. AUM
$255.6M
Employees
4
Accounts
277
Location
Wilmington, DE
Delaware Avenue Wealth Planners, LLC assets under management
Delaware Avenue Wealth Planners, LLC operates as an SEC-registered investment adviser based in Wilmington, DE. The firm has been registered since 2024. It reports $255.6 million in regulatory assets under management and employs 4 people.
Delaware Avenue Wealth Planners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Robert Bonstingl | Managing Partner | 10-25% | 2025 |
| Damon Andrew Nickle Control | Chief Compliance Officer | Under 5% | 2026 |
| Timothy Duncan Humphreys Control | Managing Member | Over 75% | 2012 |
Frequently asked questions
How much does Delaware Avenue Wealth Planners, LLC manage?
Delaware Avenue Wealth Planners, LLC reports $255.6 million in regulatory assets under management on its Form ADV.
How many employees does Delaware Avenue Wealth Planners, LLC have?
Delaware Avenue Wealth Planners, LLC reports 4 employees.
Where is Delaware Avenue Wealth Planners, LLC located?
Delaware Avenue Wealth Planners, LLC is based in Wilmington, DE and has been SEC-registered since 2024.
Does Delaware Avenue Wealth Planners, LLC disclose fund performance?
Delaware Avenue Wealth Planners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2301 Pennsylvania Avenue, Wilmington, DE 19806 |
| Phone | 302-254-2400 |
| Fax | N/A |
| Office hours | 9:00a.m. - 6:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$255.6M▲ 65%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$255.6Mregulatory AUM
Discretionary $255.6M