DELARME WEALTH MANAGEMENT, INC.
Firm details
- Headquarters
- PALOS VERDES ESTATES, California
- CRD number
- 328372
- Registered since
- October 24, 2023
- 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, corporation-structured registered investment adviser that began SEC registration in 2023 and is owned by an individual. The firm acts as a capital allocator and charges fees based on a percentage of assets under management. Its client base spans individuals and families as well as institutional clients. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of third-party advisers. The firm is not positioned as an ESG investor and is not designated as a multi-state adviser.
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%
Contacts
3 of 3Michelle Miller
AssociateCRD 6335947
KEVIN ASHWORTH
Investment Adviser RepresentativeCRD 2531835
Jeffrey DeLarme
President & FounderCRD 5487389
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$154M in ETFs
42%
$64.2M
52%
$89.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $20.1M | 102,494 | 13.09% |
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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