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| Delarme Wealth Management Inc
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| CRD # | 328372 |
| SEC # | 801-128936 |
| CIK # | 0002070361 |
| AUM | 256.5 M (2026-03-20) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 424-250-1725 |
| Address | 2550 Via Tejon Palos Verdes Estates, CA 90274 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| 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 ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($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) | |
|---|---|
| Serves | Institutional, Retail |
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