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DT INVESTMENT PARTNERS, LLC

CHADDS FORD, PA · CRD 157646 · IAPD ↗ · dtinvestmentpartners.com · 484-778-4425

$1.91BRegulatory AUM
5Advisory reps
8Employees
3Clients
101-250Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — DT INVESTMENT PARTNERS, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — DT INVESTMENT PARTNERS, LLC now reports custody of client assets ($1.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
March 2026 — DT INVESTMENT PARTNERS, LLC notice-filed in CA, CT, ME, NH, TX, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
December 2025 — DT INVESTMENT PARTNERS, LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
53
August 2024 — DT INVESTMENT PARTNERS, LLC notice-filed in LA, NC, NJ, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.