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DELAWARE AVENUE WEALTH PLANNERS, LLC, CRD 306818
WILMINGTON, DE
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| TIMOTHY DUNCAN HUMPHREYS | Certified Financial Planner | WILMINGTON, DE | 6 | 25 | 1 | no |
| DAMON ANDREW NICKLE | n/a | WILMINGTON, DE | 5 | 16 | 1 | no |
| BRENT ROBERT BONSTINGL | n/a | WILMINGTON, DE | 5 | 14 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| HUMPHREYS, TIMOTHY, DUNCAN | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | yes | 02/2012 | Aug 5, 2024 | Nov 21, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $256M | $256M | 4 | 3 | 0 | n/a | n/a |
| 2024 | Mar 28, 2025 | $155M | $155M | 4 | 3 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $256M | $155M | 64.7% | n/a | n/a | 4 | 4 | 0 | 0 |