PPrivate Fund Data Log in Join · $37/mo

Delarme Wealth Management, Inc.

● SEC registered since 2023CRD 328372SEC# 801-128936Palos Verdes Estates, CA
Export (members)
Reg. AUM
$169.5M
Employees
3
Accounts
399
Location
Palos Verdes Estates, CA

Delarme Wealth Management, Inc. assets under management

Delarme Wealth Management, Inc. is an SEC-registered investment adviser based in Palos Verdes Estates, CA. The firm has been registered since 2023. It reports $169.5 million in regulatory assets under management and employs 3 people.
www.facebook.com/delarmewmView on SEC.gov ↗

Delarme Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Jeffrey David Delarme ControlPresident, Chief Compliance Officer, MemberOver 75%2016

Frequently asked questions

How much does Delarme Wealth Management, Inc. manage?

Delarme Wealth Management, Inc. reports $169.5 million in regulatory assets under management on its Form ADV.

How many employees does Delarme Wealth Management, Inc. have?

Delarme Wealth Management, Inc. reports 3 employees.

Where is Delarme Wealth Management, Inc. located?

Delarme Wealth Management, Inc. is based in Palos Verdes Estates, CA and has been SEC-registered since 2023.

Does Delarme Wealth Management, Inc. disclose fund performance?

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

Contact & registration

Address2550 Via Tejon, Suite 3a, Palos Verdes Estates, CA 90274
Phone(424) 250-1725
FaxN/A
Office hoursBy Appointment Only
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$156.4M
Non-discretionary$13.1M
Total (RAUM)$169.5M