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Building 2DELARME WEALTH MANAGEMENT, INC.

Map pinPALOS VERDES ESTATES, CA
Phone(424) 250-1725
NotebookSEC #801-128936
Total AUM
$256.5M
Employees
3
Clients
170

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2550 VIA TEJON
SUITE 3A
PALOS VERDES ESTATES
CA 90274
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(424) 250-1725

ReceiptFinancials

Total AUM
$256.5M
Accounts
483
Discretionary
$241.9M
Accounts
450
Non-Discretionary
$14.6M
Accounts
33

ContactClients

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Individual Clients
69
AUM
$33.1M
HNW Individual Clients
87
AUM
$183.5M
Pension/Profit Sharing Plan Clients
12
AUM
$38.9M
Charitable Organization Clients
1
AUM
$216.3K
Corporation or Business Clients
1
AUM
$764K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAMONETX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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