RIA Intel›Advisers›California›DELARME WEALTH MANAGEMENT, INC.

DELARME WEALTH MANAGEMENT, INC.

Advisory

N·PALOS VERDES ESTATES, CA

Data as of Jul 2, 2026 · Source: SEC Form ADV

Total AUM

$257M

1-Year AUM Growth

0.0%

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$257M

Discretionary AUM$242M

Non-Discretionary AUM$15M

Discretionary %94.3%

Total Clients138

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record9

First FilingSep 20, 2023

Latest FilingJul 2, 2026

🔒 Full AUM trend chart and 9 historical filings spanning 3+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on DELARME WEALTH MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.