Del Mar Wealth Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Del Mar, CA. Its latest Form ADV filing, dated March 27, 2026, reports $170M in regulatory assets under management, 3 employees, and 263 accounts.
Assets Under Management
$170M
Employees
3
Offices
--
Total Clients
73
Primary office
DEL MAR, CA
1110 CAMINO DEL MAR, SUITE B, DEL MAR, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 79.5% of total clients.
Top client categories% of clientsClients
1
HNWI
79.5%
58
2
Individuals
19.2%
14
3
Charitable
1.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$170Mas of March 27, 2026
Discretionary100.0%
$170M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$170M
Total Accounts263
10Y AUM Change+$60M (+54.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee24:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.