# DEL MAR Wealth Management Inc

> DEL MAR Wealth Management Inc is an SEC-registered investment advisory firm in Del Mar, CA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 175022
- Filed as: DEL MAR WEALTH MANAGEMENT INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Del Mar, CA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/175022
- AdvisorCensus page: https://advisorcensus.com/firm/del-mar-wealth-management-inc-del-mar-ca-175022

## Quick answers

**How is DEL MAR Wealth Management Inc compensated?**
On its Form ADV (Item 5.E, October 2026), DEL MAR Wealth Management Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does DEL MAR Wealth Management Inc charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Flat fee: up to $10,000 (on-going financial planning services where we prepare a customized…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is DEL MAR Wealth Management Inc located?**
DEL MAR Wealth Management Inc's principal office is in Del Mar, CA, according to its Form ADV.

**Is DEL MAR Wealth Management Inc registered with the SEC or a state?**
DEL MAR Wealth Management Inc is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 175022.

**How much does DEL MAR Wealth Management Inc manage?**
DEL MAR Wealth Management Inc reports $169,858,650 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have DEL MAR Wealth Management Inc's assets and staff changed since 2021?**
In the Form ADV data for DEL MAR Wealth Management Inc: Regulatory assets under management: $118,303,331 in the October 2021 data and $169,858,650 in the October 2026 data, up 44%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does DEL MAR Wealth Management Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (58); individuals (other than high net worth individuals) (14); charitable organizations (1).

**Which custodians does DEL MAR Wealth Management Inc use?**
DEL MAR Wealth Management Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does DEL MAR Wealth Management Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/175022

**What changed in DEL MAR Wealth Management Inc's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $147,517,296 to $169,858,650 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Flat fee: up to $10,000 (on-going financial planning services where we prepare a customized…)

> Our hourly fee is billed at $300, and our fixed fee may range up to $10,000. These fees are negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $169,858,650
- Discretionary: $169,858,650
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $4,925,072 |
| High net worth individuals | 58 | $163,528,511 |
| Charitable organizations | 1 | $1,405,067 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $118,303,331 | 2 | March 26, 2021 |
| October 2022 | $130,648,207 | 2 | August 5, 2022 |
| October 2023 | $108,281,389 | 2 | January 27, 2023 |
| October 2024 | $129,500,463 | 2 | February 11, 2024 |
| October 2025 | $147,517,296 | 2 | February 28, 2025 |
| October 2026 | $169,858,650 | 3 | March 27, 2026 |

Regulatory assets under management: $118,303,331 in the October 2021 data and $169,858,650 in the October 2026 data, up 44%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $147,517,296 to $169,858,650 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. DEL MAR Wealth Management Inc (CRD 175022): Form ADV filing data as of October 2026.