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| Happy Holidays!! thanks for using AUM13F!! |
| del Mar Wealth Management Inc
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|---|---|
| CRD # | 175022 |
| SEC # | 801-119990 |
| CIK # | |
| AUM | $147.5 M (2025-02-28) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 858-480-3818 |
| Address | 1110 Camino del Mar del Mar, CA 92014 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 3.4 |
| (b) Individuals (high net worth individuals) | 59 | 142.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 273 | 147.5 |
| By Discretionary | ||
| Discretionary | 273 | 147.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 273 | 147.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 147.5 | |
| Total | 273 | 147.5 |
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|---|---|---|
|
Chancellor Wealth Management Inc
✚
|
GA | 0.1 |
|
Keenan LLC
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MA | 0.1 |
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Brooktree Capital Management Inc
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IL | 0.1 |
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Davidson Wealth Management LLC
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NJ | 0.1 |
|
Vega Capital Group LLC
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|
0.1 | |
|
Renaissance Holdings LLC
✚
|
MS | 0.1 |
|
Winter & Associates Inc
✚
|
MN | 0.1 |
|
GTS Financial LLC
✚
|
MN | 0.1 |
|
Voyage Wealth Management LLC
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|
0.1 |