DELARME WEALTH MANAGEMENT, INC.
Adviser information for DELARME WEALTH MANAGEMENT, INC. last updated from Form ADV on February 16th, 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 | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| 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 | 333 | $143.8M |
| Non-Discretionary | 36 | $12.8M |
| Total | 369 | $156.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 60 | $30.5M |
| HNW Individuals | 52 | $93.8M |
| 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 | 9 | $31.6M |
| Charitable organizations | <5 | $154,275 |
| 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 | <5 | $508,530 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-128936 |
|---|---|
| SEC ERA File Number | 801-128936 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 328372 |
| Legal Entity Identifier | None |
Principal Office
2550 VIA TEJONSUITE 3A
PALOS VERDES ESTATES
CA
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 424-250-1725, Fax: N/A
Chief Compliance Officer
JEFFREY DELARME
PRESIDENT & CHIEF COMPLIANCE OFFICER
2550 VIA TEJON
SUITE 3A
PALOS VERDES ESTATES
CA
United States
Tel:
424-250-1725
Fax:
N/A
J***@************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 |
|---|---|---|---|---|---|
| DELARME, JEFFREY, DAVID | Individual | – | PRESIDENT & CHIEF COMPLIANCE OFFICER | 05/2016 | > 75% |