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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Delarme Wealth Management Inc
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|---|---|
| CRD # | 328372 |
| SEC # | 801-128936 |
| CIK # | |
| AUM | $169.5 M (2025-05-27) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 424-250-1725 |
| Address | 2550 Via Tejon Palos Verdes Estates, CA 90274 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 62 | 28.1 |
| (b) Individuals (high net worth individuals) | 64 | 107.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 33.2 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 399 | 169.5 |
| By Discretionary | ||
| Discretionary | 365 | 156.4 |
| Non-Discretionary | 34 | 13.1 |
| Total | 399 | 169.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 168.7 | |
| Total | 399 | 169.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Golden Road Advisors LLC
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|
FL | 0.2 |
|
Classic Asset Management LLC
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ND | 0.2 |
|
Centennial Advisors LLC
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TX | 0.2 |
|
Summit Portfolio Management LLC
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NV | 0.2 |
|
Investment Management Corporation
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VA | 0.2 |
|
Atlantic Wealth Partners LLC
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|
FL | 0.2 |
|
Springwater Wealth Management LLC
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|
OR | 0.2 |
|
Erickson Financial Group LLC
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|
PA | 0.2 |
|
AJF Capital Management Inc
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|
NY | 0.2 |
|
Alpenglobal Capital LLC
✚
|
0.2 |