CRD: 284975
D'arcy Wealth Management, Inc. - A California Corporation
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-18-2016
- Office Locations
- 2
Office Locations
About D'arcy Wealth Management, Inc. - A California Corporation
D’Arcy Wealth Management is a fee-only RIA serving clients nationwide with holistic wealth management and financial planning. The firm emphasizes long-term, globally aware, risk-managed portfolio construction using strategic and tactical asset allocation, often implemented with ETFs, with tax-efficient management where applicable. Led by President/CIO Bobby Cherry, the practice has received third-party recognition for asset allocation and fund selection.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
DEMPSTER ROBERT CHERRY JR
Chief Executive Officer, Chief Investment Officer, President
- CRD
- #5988890
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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TONY C LIM
Investment Advisor
- CRD
- #2234601
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,330,000 | -- |
| Total | $1,330,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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