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DELARME WEALTH MANAGEMENT, INC.
CRD 328372File 801-128936
APPROVED
Retail clients
Custody
Filing as of Jul 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$256.5M
Below cohort median (national)
Discretionary AUM
$241.9M
Non-discretionary $14.6M
Clients
168
483 accounts
Employees
3
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Oct 24, 2023
- Principal office
- 2550 VIA TEJON, SUITE 3A, PALOS VERDES ESTATES, CA, 90274
- Phone
- (424) 250-1725
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $256.5M
- Discretionary AUM
- $241.9M
- Non-discretionary AUM
- $14.6M
- Discretionary accounts
- 450
- Non-discretionary accounts
- 33
- Total accounts
- 483
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $764K |
| Charitable organizations | Fewer than 5 | $216K |
| High net worth individuals | 87 | $183.5M |
| Pension and profit sharing plans | 12 | $38.9M |
| Individuals (other than high net worth individuals) | 69 | $33.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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.

