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DEL MAR WEALTH MANAGEMENT INC
CRD 175022File 801-119990
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$169.9M
Bottom 25% of cohort (national)
Discretionary AUM
$169.9M
Clients
73
263 accounts
Employees
3
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Dec 17, 2020
- Principal office
- 1110 CAMINO DEL MAR, SUITE B, DEL MAR, CA, 92014
- Phone
- 858-480-3818
- Website
- HTTP://WWW.DELMARWM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $169.9M
- Discretionary AUM
- $169.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 263
- Non-discretionary accounts
- 0
- Total accounts
- 263
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.4M |
| High net worth individuals | 58 | $163.5M |
| Individuals (other than high net worth individuals) | 14 | $4.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.