DEL MAR WEALTH MANAGEMENT INC
Adviser information for DEL MAR WEALTH MANAGEMENT INC last updated from Form ADV on February 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 309 | $129.5M |
| Non-Discretionary | 0 | $0 |
| Total | 309 | $129.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 31 | $15.1M |
| HNW Individuals | 47 | $113.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $1.1M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-119990 |
|---|---|
| SEC ERA File Number | 801-119990 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 175022 |
| Legal Entity Identifier | None |
Principal Office
1110 CAMINO DEL MARSUITE B
DEL MAR
CA
United States
Monday - Friday, 7:00 AM - 4:00 PM
Tel: 858-480-3818, Fax: 858-480-3838
Chief Compliance Officer
DAVID A. JACKSON
PRESIDENT/FOUNDER
1110 CAMINO DEL MAR
SUITE B
DEL MAR
CA
United States
Tel:
858-480-3818
Fax:
858-480-3838
D************@***********M
(Full email address available in API data)
Regulatory Contact
SAPPHIRA SANIBANEZ
OPERATIONS ASSISTANT
1110 CAMINO DEL MAR
SUITE B
DEL MAR
CA
United States
Tel:
858-480-3818
Fax:
858-480-3838
S******************@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JACKSON, DAVID, ALLEN | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 11/2013 | > 75% |