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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JACKSON, DAVID, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JACKSON, DAVID, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JACKSON, DAVID, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JACKSON, DAVID, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JACKSON, DAVID, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JACKSON, DAVID, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JACKSON, DAVID, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JACKSON, DAVID, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JACKSON, DAVID, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 28, 2025 REGISTERED
Notice Filings (2)
CA NH
Address
1110 CAMINO DEL MARSUITE B
DEL MAR, CA 92014
United States
Phone: 858-480-3818