# D'Arcy Wealth Management, Inc. - a California Corporation

> D'Arcy Wealth Management, Inc. - a California Corporation is a state-registered investment advisory firm in Corona, CA, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 284975
- Filed as: D'ARCY WEALTH MANAGEMENT, INC. - A CALIFORNIA  CORPORATION
- Legal name: D'Arcy Wealth Management, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Corona, CA
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284975
- AdvisorCensus page: https://advisorcensus.com/firm/d-arcy-wealth-management-inc-a-california-corporation-corona-ca-284975

## Quick answers

**How is D'Arcy Wealth Management, Inc. - a California Corporation compensated?**
On its Form ADV (Item 5.E, October 2026), D'Arcy Wealth Management, Inc. - a California Corporation reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is D'Arcy Wealth Management, Inc. - a California Corporation located?**
D'Arcy Wealth Management, Inc. - a California Corporation's principal office is in Corona, CA, according to its Form ADV.

**Is D'Arcy Wealth Management, Inc. - a California Corporation registered with the SEC or a state?**
D'Arcy Wealth Management, Inc. - a California Corporation is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 284975.

**How much does D'Arcy Wealth Management, Inc. - a California Corporation manage?**
D'Arcy Wealth Management, Inc. - a California Corporation reports $1,330,000 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (0% discretionary).

**What types of clients does D'Arcy Wealth Management, Inc. - a California Corporation serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9).

**Does D'Arcy Wealth Management, Inc. - a California Corporation report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/284975

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,330,000
- Discretionary: $0
- Non-discretionary: $1,330,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $1,330,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2016 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- darcywealthmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. D'Arcy Wealth Management, Inc. - a California Corporation (CRD 284975): Form ADV filing data as of October 2026.