Delaware Avenue Wealth Planners provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
Delaware Avenue Wealth Planners reports 126 clients. They include 70 individual clients, 37 pension and profit-sharing plans, and 19 high-net-worth individuals. Of its assets, 100.0% ($256M across 277 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 56% | 8% |
| High-net-worth individuals | 15% | 66% |
| Pension and profit-sharing plans | 29% | 26% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 70 | $21.5M | 8.4% | $307K |
| High-net-worth individuals | 19 | $168M | 65.7% | $8.83M |
| Pension and profit-sharing plans | 37 | $66.2M | 25.9% | $1.79M |
| Total | 126 | $256M | 100% | $2.03M |
- Clients
- 70
- Regulatory AUM
- $21.5M
- AUM share
- 8.4%
- Avg. per client
- $307K
- Clients
- 19
- Regulatory AUM
- $168M
- AUM share
- 65.7%
- Avg. per client
- $8.83M
- Clients
- 37
- Regulatory AUM
- $66.2M
- AUM share
- 25.9%
- Avg. per client
- $1.79M
Total
- Clients
- 126
- Regulatory AUM
- $256M
- AUM share
- 100%
- Avg. per client
- $2.03M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Delaware Avenue Wealth Planners is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial plans are a negotiated fixed fee from $199 up to $4,999, or a negotiated hourly rate of $100 to $400 depending on the plan's complexity.
Timothy Humphreys owns 75% or more of Delaware Avenue Wealth Planners. The leadership team of Delaware Avenue Wealth Planners includes Chief Compliance Officer Damon Nickle. It has 4 employees, 3 of them in advisory roles.
Leadership
- Damon NickleChief Compliance Officer
- Brent BonstinglManaging Partner
- Timothy HumphreysManaging Member
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Brent Robert Bonstingl
- Timothy Duncan Humphreys
- Damon Andrew Nickle
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- 2 insurance agents
- 4 soliciting firms
- Owns 75% or more of Delaware Avenue Wealth Planners, LLC
Timothy Humphreys
Control person · since February 2012
- Owns 10% to 25% of Delaware Avenue Wealth Planners, LLC
Brent Bonstingl
since January 2026
Delaware Avenue Wealth Planners’ regulatory assets grew 1.6× from $155M (July 2025) to $256M (September 2026); clients rose from 102 to 126 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $256M | 126 | 4 | 1 |
| July 2025 | $155M | 102 | 4 | 1 |
Besides its headquarters, Delaware Avenue Wealth Planners has 0 offices, with 1 listed address in Delaware.
Delaware · 1 listed address
- 2301 Pennsylvania Avenue, WilmingtonHQ
Other business names
Delaware Avenue Wealth Planners has reported 1 other business name to the SEC.
- Delaware Wealth Planners
Contact and registration details
- Legal name
- Delaware Avenue Wealth Planners, LLC
- Headquarters
- 2301 Pennsylvania Avenue, Wilmington, DE 19806
- Website
- dwpfinancial.com
- Phone
- 302-254-2400
- SEC file
- 801-131049
- Structure
- Delaware LLC
- Fiscal year end
- December
Delaware Avenue Wealth Planners uses SEI Private Trust / SEI Investments Distribution ($163M, 85%) and Charles Schwab ($27.7M, 15%) as custodians for its separately managed accounts. Delaware Avenue Wealth Planners has custody of $54.4M in client assets for 88 clients.
- SEI Private Trust / SEI Investments DistributionSEI Private Trust / SEI Investments Distribution Co. · Oaks, PA · $163M85%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $27.7M15%
At year end, Delaware Avenue Wealth Planners’ separately managed accounts were largely in funds (41%) and stocks (23%).
What the accounts hold
- Stocks23%
- Funds41%
- Bonds16%
- U.S. government and agency bonds9%
- State and local bonds5%
- Investment grade corporate bonds2%
- Cash20%
How many clients does Delaware Avenue Wealth Planners have?
Delaware Avenue Wealth Planners has 126 clients and manages $256 million for them, as of September 2026. They include 70 individual clients, 37 pension and profit-sharing plans, and 19 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 September 2026
What services does Delaware Avenue Wealth Planners offer?
Delaware Avenue Wealth Planners provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Delaware Avenue Wealth Planners use?
Delaware Avenue Wealth Planners’ separately managed account assets are held at SEI Private Trust / SEI Investments Distribution Co. (Oaks, PA), with $163M and Charles Schwab & Co., Inc. (Westlake, TX), with $27.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 September 2026
How many financial advisors does Delaware Avenue Wealth Planners have?
Delaware Avenue Wealth Planners has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Delaware Avenue Wealth Planners invest in?
At the end of its last fiscal year, Delaware Avenue Wealth Planners’ separately managed accounts held 41% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 20% cash and equivalents, 9% U.S. government and agency bonds, 5% state and local bonds and 2% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Delaware Avenue Wealth Planners?
Delaware Avenue Wealth Planners’ direct owners are Timothy Humphreys (75% or more) and Brent Bonstingl (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 11 September 2026
How does Delaware Avenue Wealth Planners get paid?
Delaware Avenue Wealth Planners is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Delaware Avenue Wealth Planners?
Delaware Avenue Wealth Planners’ main office is at 2301 Pennsylvania Avenue, Wilmington, DE 19806. Its phone number is 302-254-2400. Its website is dwpfinancial.com.