Delarme Wealth Management, Inc.
● SEC registered since 2023CRD 328372SEC# 801-128936Palos Verdes Estates, CA
Reg. AUM
$256.5M
Employees
3
Accounts
483
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 $256.5 million in regulatory assets under management and employs 3 people.
Delarme Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey David Delarme Control | President, Chief Compliance Officer, Member | Over 75% | 2016 |
Frequently asked questions
How much does Delarme Wealth Management, Inc. manage?
Delarme Wealth Management, Inc. reports $256.5 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
| Address | 2550 Via Tejon, Suite 3a, Palos Verdes Estates, CA 90274 |
| Phone | (424) 250-1725 |
| Fax | N/A |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$256.5M▲ 51%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$256.5Mregulatory AUM
Discretionary $241.9MNon-discretionary $14.6M