# 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.

- CRD: 328372
- Filed as: DELARME WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palos Verdes Estates, CA
- Filing period: October 2026
- Form ADV filing dated: July 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328372
- AdvisorCensus page: https://advisorcensus.com/firm/delarme-wealth-management-inc-palos-verdes-estates-ca-328372

## Quick answers

**How 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

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

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

- Account minimum: None

> We do not require a minimum account value to open or maintain an account.

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.
- Raymond James & Associates, 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: $256,500,641
- Discretionary: $241,889,695
- Non-discretionary: $14,610,946

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 69 | $33,095,429 |
| High net worth individuals | 87 | $183,491,572 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $38,933,348 |
| Charitable organizations | Fewer than 5 | $216,342 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $763,950 |
| Other | 0 | $0 |

### 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)

### Firm details
- Registered since: 2023 (2 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, MO, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- delarmewm.com
- Facebook @delarmewm
- LinkedIn @delarme-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $156,553,637 | 2 | April 25, 2024 |
| October 2025 | $169,472,046 | 3 | May 27, 2025 |
| October 2026 | $256,500,641 | 3 | July 2, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Delarme Wealth Management, Inc. (CRD 328372): Form ADV filing data as of October 2026.