DELARME WEALTH MANAGEMENT, INC.

2550 Via Tejon
Suite 3a
Palos Verdes Estates, California 90274
Tel: 424-250-1725

About DELARME WEALTH MANAGEMENT, INC.

DELARME WEALTH MANAGEMENT, INC, formally registered with the SEC as DELARME WEALTH MANAGEMENT, INC. The firm was established in 10/24/2023. They have over 1 offices throughout the country.

DELARME WEALTH MANAGEMENT, INC. is a Palos Verdes Estates, California based Financial Planning firm with nearly $156,553,637 assets under management, offering retirement planning & investment advisory services to 369 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	328372
SEC#	801-128936
Assets Managed by Firm	$156,553,637
No. of Clients	369
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
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	369	$156,553,637
Individuals (other than high net worth individuals)	60	$30,501,515
High net worth individuals	52	$93,774,949
Pension and profit sharing plans	9	$31,614,368
Charitable organizations	1	$154,275
Corporations or other businesses	1	$508,530

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FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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