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DEL MAR WEALTH MANAGEMENT INC
CRD 175022 · SEC 801-119990
1110 CAMINO DEL MAR, SUITE B, DEL MAR, CA, 92014, United States
Phone
858-480-3818
Fax
858-480-3838
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$169.9M
Discretionary AUM
$169.9M
Team
3 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $4.9M |
| High net worth individuals | 58 | $163.5M |
| Charitable organizations | 1 | $1.4M |
States served
CA, NH
All web addresses on file
Official SEC filing: View on IAPD