DEL MAR WEALTH MANAGEMENT INC

1110 Camino Del Mar
Suite B
Del Mar, California 92014
Tel: 858-480-3818

About DEL MAR WEALTH MANAGEMENT INC

DEL MAR WEALTH MANAGEMENT INC, formally registered with the SEC as DEL MAR WEALTH MANAGEMENT INC. The firm was established in 12/17/2020. They have over 1 offices throughout the country.

DEL MAR WEALTH MANAGEMENT INC is a Del Mar, California based Financial Planning firm with nearly $147,517,296 assets under management, offering retirement planning & investment advisory services to 273 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	175022
SEC#	801-119990
Assets Managed by Firm	$147,517,296
No. of Clients	273
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	273	$147,517,296
Individuals (other than high net worth individuals)	15	$3,431,539
High net worth individuals	59	$142,839,946
Charitable organizations	1	$1,245,811

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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