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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 typeClientsAUM
OtherFewer than 5$764K
Charitable organizationsFewer than 5$216K
High net worth individuals87$183.5M
Pension and profit sharing plans12$38.9M
Individuals (other than high net worth individuals)69$33.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.