Delaware Avenue Wealth Planners, Llc
- Regulatory AUM
- $256M
- Discretionary
- $256M
- Clients
- 126
- Avg AUM / client
- $2.0M
- Accounts
- 277
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jul 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 70 | $21.5M | 8.41% |
| High net worth individuals | 19 | $168M | 65.7% |
| Pension and profit sharing plans | 37 | $66.2M | 25.9% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| P. J. Fitzpatrick, Llc 401(k) Retirement Plan P. J. Fitzpatrick, Llc | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Timothy Duncan Humphreys | Managing Member & Chief Compliance Officer | CFP | Feb 2012 (15y) | 75% or more |
| Damon Andrew Nickle | Registered representative | Jul 2021 (5y) | ||
| Brent Robert Bonstingl | Registered representative | Jul 2021 (5y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| P. J. Fitzpatrick, Llc 401(k) Retirement Plan | P. J. Fitzpatrick, Llc | 446 | $11.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/24/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • SELECTION OF OTHER ADVISORS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- SEI Private Trust $163M (64% of AUM) Jun 2026
- Charles Schwab & Co. $27.7M (11% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 28, 2026.
View current Form ADV (SEC/IAPD) ↗