Delarme Wealth Management Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Delarme Wealth Management Inc
CRD #328372
SEC #801-128936
CIK #0002070361
AUM 256.5 M (2026-03-20)
Employees 3 (100% Investors, 0% Brokers)
Fees
Minimum
Phone424-250-1725
Address2550 Via Tejon
Palos Verdes Estates, CA 90274
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($M)
3002401801206002010201520212027
Fees and Compensation — Form ADV Part 2A (7/2/2026) [Brochure]
Item 5: Fees and Compensation
  A.​ Investment Management and Financial Planning Fees. We are typically compensated for its
      investment management and financial planning services by an asset-based fee of up to 1.50%
      per year, charged quarterly in advance of each calendar quarter on or about the 15th day of the
      applicable calendar quarter. The quarterly fee amount shall be calculated by (a) multiplying the
      annual asset-based fee percentage by the gross market value of Client’s assets designated to be
      under our management as of the last business day of the prior calendar quarter, and (b) dividing
      the resulting amount by four (4). Financial planning services are provided alongside investment
      management services for no additional fee.​

  B.​ Pension Consulting Fees. We are typically compensated for its pension consulting services by an
      asset-based fee of up to 0.75% per year, charged quarterly in arrears based on the gross market
      value of a Plan’s assets designated to be under our management or advisement as of the last
      business day of the calendar quarter. The specific mechanics and calculation methodology with
      respect to Pension Consulting Fees are memorialized in the written advisory agreement between
      us and the plan client.​

  C.​ Fees are generally negotiable, and each client’s specific fee schedule is included as part of the
      investment advisory agreement signed by the client. Fees are prorated based on the date that the
      client’s assets are first designated to be under our management and, to the extent such date
      does not coincide with the start of a quarterly billing cycle, will be aggregated with the first full
      calendar quarter billing cycle (for fees charged in advance). Fees will also be prorated up to and
      inclusive of the termination date of an engagement. With respect to fees charged in advance, the
      pro rata fees for the remainder of the quarterly billing period after the termination will be refunded
      to the client. With respect to fees charged in arrears, the pro rata fees earned through the
      effective date of termination will be billed to the client. Our pro rata fees shall apply to a new
      account opened during a billing period from the date the new account is designated to be under
      our management. If an account is closed during a billing period, we shall issue the client a pro
      rata fee refund or credit based on the number of days in the billing period after the account is
      closed and no longer under our management. Asset-based fees are generally deducted from one
      or more of a client’s accounts under our management, but we may also agree to accept payment
      via third-party payment processor upon presentation of an invoice. Client assets held in a 529
      plan account are typically excluded for purposes of calculating our asset-based fee.​

  D.​ In addition to the fees we charge, clients will incur brokerage and other transaction costs. Please
      refer to Item 12: Brokerage Practices, for further information on such brokerage and other
      transaction-related practices. Depending on the specific investment products held in a client’s
      account and the services provided, a client may also incur additional fees and costs charged by
      other independent and unaffiliated third-parties. Such additional fees and costs may include, but
      are not necessarily limited to, the internal fees and costs of an investment product (like a mutual
      fund or exchange traded fund), margin interest, account or asset transfer fees, subadvisory or
      third-party investment manager fees, account type fees, early redemption charges, market-maker
      or bid-ask spreads, retirement plan fees, fees for receiving paper copies of documents in lieu of
      electronically-delivered documents, and other fees and taxes on brokerage accounts and
      securities transactions. To the extent a Third-Party Adviser is recommended or retained, clients
      will typically be charged an additional fee by such Third-Party Adviser. These additional charges
      are separate and apart from the fees charged by us. Lower fees for comparable services may be
      available from other sources.

  E.​ Neither we nor any of our supervised persons accepts compensation for the sale of securities or
      other investment products.

                                        Date of Brochure: July 2, 2026
Account Minimums and Types of Clients — Form ADV Part 2A (7/2/2026) [Brochure]
Item 7: Types of Clients
We generally provide our services to individuals, high-net-worth individuals, business entities, charitable
organizations, and pension and profit sharing plans. We do not require a minimum account value to open
or maintain an account.

                                         Date of Brochure: July 2, 2026
Sector Form 13F Holdings Value ($M)
Callaway Golf Co 4.5
Apple Inc 3.0
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
16012896643202025202520262027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 69 33.1
(b) Individuals (high net worth individuals) 87 183.5
(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 12 38.9
(h) Charitable organizations 0 0.2
(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 0.8
(n) Other 0 0.0
Total 483 256.5
By Discretionary
Discretionary 450 241.9
Non-Discretionary 33 14.6
Total 483 256.5
By Non-United States Persons
Non-United States Persons 0.9
United States Persons 255.6
Total 483 256.5
EDGAR Form CIK 2011 - 2026
13F-HR [0002070361]
Firm Profile (Form ADV)
ServesInstitutional, Retail
Comparable Firms State AUM
New Millennium Group LLC
UT 257.0 M
Texas Family Wealth LLC
TX 257.0 M
Wisconsin Capital Management LLC
WI 256.6 M
Prospect Hill Management LLC
256.6 M
6th Street Advisors LLC
AL 256.5 M
Estate & Trust Advisors Inc
IL 256.5 M
Argo Wealth Advisory LLC
VA 256.2 M
Richardson Financial Services Inc
MA 256.1 M
Sonoma West LLC
255.9 M
Certis Capital Management Inc
CA 255.9 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com