PALOS VERDES ESTATES, CACRD 328372Latest ADV March 20, 2026
Delarme Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Palos Verdes Estates, CA. Its latest Form ADV filing, dated March 20, 2026, reports $257M in regulatory assets under management, 3 employees, and 483 accounts.
Assets Under Management
$257M
Employees
3
Offices
--
Total Clients
168
Primary office
PALOS VERDES ESTATES, CA
2550 VIA TEJON, SUITE 3A, PALOS VERDES ESTATES, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.8% of total clients.
Top client categories% of clientsClients
1
HNWI
51.8%
87
2
Individuals
41.1%
69
3
Pension Plans
7.1%
12
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$257Mas of March 20, 2026
Discretionary94.3%
$242M
94% of total RAUM94.3%
Non-discretionary5.7%
$15M
6% of total RAUM5.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$257M
Total Accounts483
10Y AUM Change+$257M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee56:1
10Y Employee Change+1 (+50.0%)
* 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.