D'Arcy Wealth Management, Inc. - A California Corporation

Overview

D'Arcy Wealth Management, Inc. operates as a small, California-based advisory and insurance brokerage focused on individuals and families. The firm concentrates on equity exposure delivered through exchange‑traded instruments and separately managed account structures. Advisory activity is primarily non‑discretionary portfolio management for individuals and small businesses, meaning clients retain investment decision authority while the firm provides advice and execution recommendations. Fee arrangements include a percentage of assets under management plus the possibility of performance‑based fees, and the firm supplements advisory services with insurance brokerage capabilities. The firm does not list active ESG investing as part of its profile and is not structured as a multi‑state adviser. Given its modest asset base and client count, D'Arcy Wealth Management functions as a boutique advisory practice that blends traditional equity allocations with select third‑party alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices