Del Mar Wealth Management Inc
● SEC registered since 2020CRD 175022SEC# 801-119990Del Mar, CA
Reg. AUM
$169.9M
Employees
3
Accounts
263
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 $169.9 million in regulatory assets under management and employs 3 people.
Del Mar Wealth Management Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Allen Jackson Control | President/Chief Compliance Officer | Over 75% | 2013 |
Frequently asked questions
How much does Del Mar Wealth Management Inc manage?
Del Mar Wealth Management Inc reports $169.9 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 3 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
| Address | 1110 Camino del Mar, Suite B, Del Mar, CA 92014 |
| Phone | 858-480-3818 |
| Fax | 858-480-3838 |
| Office hours | 7:00 a.m. - 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$169.9M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$169.9Mregulatory AUM
Discretionary $169.9M