DEL MAR WEALTH MANAGEMENT INC

DEL MAR WEALTH MANAGEMENT INC of DEL MAR, CA is an SEC-registered investment adviser (CRD 175022). Regulatory assets under management: $169.9M.

Registration

• CRD: 175022
• SEC file number: 801-119990
• Type: Registered investment adviser
• Location: 1110 CAMINO DEL MAR, SUITE B, DEL MAR, CA, 92014
• Phone: 858-480-3818
• Latest filing: 2026-03-27
• Regulatory AUM: $169.9M
• Discretionary AUM: $169.9M
• Clients: 3
• Accounts: 263

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 175022 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search