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Delaware Wealth Planners

Delaware Wealth Planners. CRD 306818

Delaware Wealth Planners logo

CRD: 306818

Delaware Wealth Planners

Wilmington, DE, 19806
3022542400
www.dwpfinancial.com
$255.6M Total AUM
$255.6M Disc. AUM
-- 3Y CAGR
4 Employees
126 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท SEI
Clients
Retail and Institutional
Platforms
Zenith
Established Date
04-29-2020
Office Locations
1

Office Locations

2301 Pennsylvania Avenue Wilmington DE

About Delaware Wealth Planners

Delaware Wealth Planners is a Wilmington, DE wealth management and financial planning firm serving entrepreneurs, individuals and families, especially retirees and those nearing retirement. The team builds, implements, and monitors personalized strategies across investing, insurance, and estate/wealth preservation, and supports businesses with benefits and compliance planning. Unique offering: a high-yield cash management account with FDIC insurance up to $25M and daily liquidity.

Team overview

37 AVG AGE
$85.2M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
5.4 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Fusion Momentum Vital Glacier Fusion zenith

Client Personas

Ember Unison harbor

Custodian

Unison atlas Ember ember Oak Summit pioneer Summit legacy

Investment Themes

Vertex wave Alpha Peak Unison frontier

Investment Vehicles

Harbor value

Platform

Vertex Value

Services

Oak Beacon harbor Foundation Vital Value timber Bridge meridian Ember summit Vector pioneer Vertex ember Optima Delta vital

Technology

Pioneer

Owner & Executives

TIMOTHY DUNCAN HUMPHREYS

TIMOTHY DUNCAN HUMPHREYS

Advisor, Managing Member

CRD
#6015525
Ownership
75% or more
(594) 234-8005
focus.legacy@summitcapital.com
in linkedin.com/in/beacon-crest
BRENT ROBERT BONSTINGL

BRENT ROBERT BONSTINGL

Managing Partner, Wealth Management Advisor

CRD
#5509956
Ownership
10% but less than 25%
(285) 730-8606
oak.glacier@unisoncapital.com
in linkedin.com/in/glacier-insight
C

Capital pioneer

Meridian focus

CRD
#61172
Ownership
23.0%
(285) 548-8699
pathway.wave@elementcapital.com
in linkedin.com/in/wave-unison

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-21-2024
11-07-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $255,567,984 $922,628
Non-Discretionary $0 --
Total $255,567,984 $922,628

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Separately Managed Accounts

Total SMA Asset: $255,567,984

$255.6M Total SMA
Public Funds:
25.1%
Equity - Exchange:
12.0%
Cash:
15.1%
U.S. Government/Agency:
19.8%
Municipal Bonds:
14.7%
Corporate - Investment Grade:
13.3%
Asset class Assets Assets %
Public Funds $1,966,746,258 25.1%
Equity - Exchange $940,277,095 12.0%
Cash $1,183,182,012 15.1%
U.S. Government/Agency $1,551,457,207 19.8%
Municipal Bonds $1,151,839,442 14.7%
Corporate - Investment Grade $1,042,140,447 13.3%
Total $7,835,642,461 100.0%

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