DEL MAR WEALTH MANAGEMENT INC
CRD #175022 SEC #801-119990 DEL MAR, CA 858-480-3818
SEC Registered
Total AUM
$147.5M
Discretionary
$147.5M
Employees
2
Clients
51
Accounts
273
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $147.5M | $147.5M | $0 | 2 | 0 |
| Feb 2024 | $129.5M | $129.5M | $0 | 2 | 0 |
| Jan 2023 | $108.3M | $108.3M | $0 | 2 | 0 |
| Aug 2022 | $130.6M | $130.6M | $0 | 2 | 0 |
| Jun 2022 | $130.6M | $130.6M | $0 | 2 | 0 |
| Feb 2022 | $130.6M | $130.6M | $0 | 2 | 0 |
| Mar 2021 | $118.3M | $118.3M | $0 | 2 | 0 |
| Mar 2021 | $118.3M | $118.3M | $0 | 2 | 0 |
| Nov 2020 | $109.9M | $109.9M | $0 | 3 | 0 |
DateFeb 2025
Total AUM$147.5M
Discretionary$147.5M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$129.5M
Discretionary$129.5M
Non-Disc.$0
Employees2
Clients0
DateJan 2023
Total AUM$108.3M
Discretionary$108.3M
Non-Disc.$0
Employees2
Clients0
DateAug 2022
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees2
Clients0
DateJun 2022
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$118.3M
Discretionary$118.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$118.3M
Discretionary$118.3M
Non-Disc.$0
Employees2
Clients0
DateNov 2020
Total AUM$109.9M
Discretionary$109.9M
Non-Disc.$0
Employees3
Clients0