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Building 2DEL MAR WEALTH MANAGEMENT INC

Map pinDEL MAR, CA
Phone858-480-3818
NotebookSEC #801-119990
Total AUM
$169.9M
Employees
3
Clients
73

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1110 CAMINO DEL MAR
SUITE B
DEL MAR
CA 92014
United States
Operating Hours
7:00 AM - 4:00 PM
Monday - Friday
Phone
858-480-3818

ReceiptFinancials

Total AUM
$169.9M
Accounts
263
Discretionary
$169.9M
Accounts
263
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
14
AUM
$4.9M
HNW Individual Clients
58
AUM
$163.5M
Charitable Organization Clients
1
AUM
$1.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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