Delarme Wealth Management, Inc.
Firm details
- Headquarters
- Palos Verdes Estates, California
- CRD number
- 328372
- Registered since
- October 24, 2023
- Website
- delarmewm.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI71.54%
- Pension & Profit Sharing Plans15.18%
- Individuals12.9%
- Corporations / Businesses0.3%
- Charitable Organizations0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Delarme Wealth Management, Inc. is an independent, individually owned registered investment adviser that bills clients on a percentage-of-AUM basis. The firm is SEC-registered (registered in 2023) and positions itself as a capital allocator for both individual and family clients as well as institutional accounts. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and selection of third‑party advisers. Delarme does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities8%
- US Government Bonds4%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$173M in ETFs
43%
$73.4M
51%
$99.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $22.7M | 104,930 | 13.13% |
Location
Palos Verdes Estates, CA
Los Angeles
Location
Palos Verdes Estates, CA
Headquartered in Palos Verdes Estates, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 2550 Via Tejon
- Time zone
- PT (UTC-8)
- Office locations
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