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Wealth Manager • Wilmington, United States

Daniels + Tansey

Daniels + Tansey is a wealth manager based in Wilmington, United States. Verified contact details, AUM data, and investment preferences on FindLPs.

$610M
Assets Under Mgmt
Wealth Manager
Investor Type
Wilmington, United States
Headquarters
About

Daniels + Tansey

Daniels + Tansey is a privately-owned, SEC registered investment advisor. We operate as an 'ensemble' firm and believe that comprehensive wealth management is rooted in three key areas: financial advisory, tax and investment management. Our team of multi-disciplinary professionals delivers integrated, personalized solutions to individuals, families and business . . . always putting the client first, many of these relationships have lasted generations. For more about services and contact information, please visit us at www.danielstansey.com.

Investment Focus

What Daniels + Tansey Invests In

Investment types: Long-Term Investments, Direct Investing

Sectors & themes: Diversified Finance Consulting, Debt Management, Investment Management, Multi-Asset Investing, Retirement Planning, Legal & Tax Services, Trust Management, Wealth & Estate Planning, Endowment Fund, Superannuation/Pension Funds Finance, Financial Services, Traditional Investments (Liquid Assets), High-Level Sectors, Non-Profit

Preferred geographies: United States

Location: 1013 Centre Road\nSuite 220\nWilmington\nDelaware\n19805\nUnited States

Contact Daniels + Tansey

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.