Overview
Assets Under Management: $257 million
Headquarters: PALOS VERDES ESTATES, CA
High-Net-Worth Clients: 87
Average Client Assets: $2.1 million
Frequently Asked Questions
DELARME 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 #328372), DELARME WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
DELARME WEALTH MANAGEMENT, INC. is headquartered in PALOS VERDES ESTATES, CA.
DELARME WEALTH MANAGEMENT, INC. serves 87 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, DELARME WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
DELARME WEALTH MANAGEMENT, INC. manages $257 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, DELARME WEALTH MANAGEMENT, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 87
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.54%
Average Client Assets: $2.1 million
Total Client Accounts: 483
Discretionary Accounts: 450
Non-Discretionary Accounts: 33
Regulatory Filings
CRD Number: 328372
Filing ID: 2076838
Last Filing Date: 2026-03-20 10:41:11