AdvisorCensus / Financial advisors / California / Los Angeles / Delarme Wealth Management, Inc.
Delarme Wealth Management, Inc. is an SEC-registered investment advisory firm in Palos Verdes Estates, CA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 2, 2026.
Quick answers
From the filingHow is Delarme Wealth Management, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Delarme Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management.
Where is Delarme Wealth Management, Inc. located?
Delarme Wealth Management, Inc.'s principal office is in Palos Verdes Estates, CA, according to its Form ADV.
Is Delarme Wealth Management, Inc. registered with the SEC or a state?
Delarme Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 328372.
How much does Delarme Wealth Management, Inc. manage?
Delarme Wealth Management, Inc. reports $256,500,641 in regulatory assets under management in its Form ADV filing dated July 2, 2026 (94% discretionary).
How have Delarme Wealth Management, Inc.'s assets and staff changed since 2024?
In the Form ADV data for Delarme Wealth Management, Inc.: Regulatory assets under management: $156,553,637 in the October 2024 data and $256,500,641 in the October 2026 data, up 64%. Total employees: 2 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Delarme Wealth Management, Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (87); individuals (other than high net worth individuals) (69); pension and profit sharing plans (but not the plan participants or government pension plans) (12).
Which custodians does Delarme Wealth Management, Inc. use?
Delarme Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Raymond James & Associates, Inc. as custodians holding 10% or more of its separately managed account assets.
Does Delarme 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/328372
Does Delarme Wealth Management, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated July 2, 2026 says: "We do not require a minimum account value to open or maintain an account."
What changed in Delarme Wealth Management, Inc.'s recent Form ADV filings?
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
We do not require a minimum account value to open or maintain an account.
As stated in the firm's Form ADV Part 2A brochure dated July 2, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$256,500,641 as of October 2026, filing dated July 2, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (2 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $256,500,641 | 3 | July 2, 2026 |
| October 2025 | $169,472,046 | 3 | May 27, 2025 |
| October 2024 | $156,553,637 | 2 | April 25, 2024 |
Regulatory assets under management: $156,553,637 in the October 2024 data and $256,500,641 in the October 2026 data, up 64%.
Total employees: 2 in October 2024 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Regulatory assets under management went from $169,472,046 to $256,500,641 (+51%).
- Registered or notice-filed in AZ.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Delarme Wealth Management, Inc. (CRD 328372): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/delarme-wealth-management-inc-palos-verdes-estates-ca-328372