Delarme Wealth Management, Inc.
Delarme Wealth Management, Inc. is an SEC-registered wealth manager in Palos Verdes Estates, CA with $256.5M assets under management (AUM, regulatory AUM), +51% over one year. See who owns Delarme Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328372, SEC 801-128936, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $256.5M (2026-03-20)
- Firm type
- Wealth Manager
- Location
- Palos Verdes Estates, CA
- Employees
- 3
- Clients
- 168
- CRD
- 328372
- Ownership
- DELARME, JEFFREY, DAVID
How much AUM does Delarme Wealth Management, Inc. have?
Delarme Wealth Management, Inc. reported $256.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Delarme Wealth Management, Inc.?
Disclosed owners and executives of Delarme Wealth Management, Inc. include DELARME, JEFFREY, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.