Overview
Assets Under Management: $148 million
Headquarters: DEL MAR, CA
High-Net-Worth Clients: 59
Average Client Assets: $2 million
Frequently Asked Questions
DEL MAR WEALTH MANAGEMENT INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #175022), DEL MAR WEALTH MANAGEMENT INC is subject to fiduciary duty under federal law.
DEL MAR WEALTH MANAGEMENT INC is headquartered in DEL MAR, CA.
DEL MAR WEALTH MANAGEMENT INC serves 59 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, DEL MAR WEALTH MANAGEMENT INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
DEL MAR WEALTH MANAGEMENT INC manages $148 million in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, DEL MAR WEALTH MANAGEMENT INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.83
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 273
Discretionary Accounts: 273
Regulatory Filings
CRD Number: 175022
Last Filing Date: 2025-02-28 00:00:00
Website: https://delmarwm.com