DEL MAR WEALTH MANAGEMENT INC

Overview

Del Mar Wealth Management Inc is an independent, SEC-registered registered investment adviser that acts as a capital allocator for both individuals/families and institutions. The firm provides financial planning and discretionary portfolio management for individuals, small businesses and larger business/institutional clients, and it also selects third-party advisers and managers on clients’ behalf. Fee arrangements include a percentage-of-assets model as well as hourly and fixed-fee engagements, reflecting a mix of ongoing portfolio oversight and project-based work. Since its SEC registration in 2020 the firm has concentrated its client portfolios in pooled public funds and mutual funds, while also using corporate debt instruments for fixed-income exposure. As a capital allocator the firm supplements core public-market positions with allocations to third-party alternative fund managers, primarily private placements and real estate. Del Mar is not positioned as an ESG-focused manager and delivers investment services from a small, concentrated platform designed around discretionary management and manager selection.

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Location & Offices