PPrivate Fund Data Log in Join · $37/mo

Del Mar Wealth Management Inc

● SEC registered since 2020CRD 175022SEC# 801-119990Del Mar, CA
Export (members)
Reg. AUM
$147.5M
Employees
2
Accounts
273
Location
Del Mar, CA

Del Mar Wealth Management Inc assets under management

Del Mar Wealth Management Inc operates as an SEC-registered investment adviser based in Del Mar, CA. The firm has been registered since 2020. It reports $147.5 million in regulatory assets under management and employs 2 people.
www.delmarwm.comView on SEC.gov ↗

Del Mar Wealth Management Inc owners & executives

1 reported
NameTitleOwnershipSince
David Allen Jackson ControlPresident/Chief Compliance OfficerOver 75%2013

Frequently asked questions

How much does Del Mar Wealth Management Inc manage?

Del Mar Wealth Management Inc reports $147.5 million in regulatory assets under management on its Form ADV.

How many employees does Del Mar Wealth Management Inc have?

Del Mar Wealth Management Inc reports 2 employees.

Where is Del Mar Wealth Management Inc located?

Del Mar Wealth Management Inc is based in Del Mar, CA and has been SEC-registered since 2020.

Does Del Mar Wealth Management Inc disclose fund performance?

Del Mar Wealth Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1110 Camino del Mar, Suite B, Del Mar, CA 92014
Phone858-480-3818
Fax858-480-3838
Office hours7:00 a.m. - 4:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$147.5M
Non-discretionary$0
Total (RAUM)$147.5M