Delaware Wealth Planners

$255.6MAssets under management
as of Sep 2026 · SEC Form ADV
Wilmington, DE
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Tech stack

No one at Delaware Wealth Planners has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
SEI
Per Form ADV · $56M held · filed Nov 2024
Schwab
Per Form ADV · $19M held · filed Nov 2024