CRD: 175022
DEL MAR Wealth Management INC
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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-27-2015
- Office Locations
- 1
Office Locations
About DEL MAR Wealth Management INC
Del Mar Wealth Management is an SEC-registered RIA in Del Mar, CA providing financial planning and asset management for individuals and families, with emphasis on retirement planning, estate and philanthropic planning, and insurance guidance. The firm supports entrepreneurs with tax and business-succession planning and builds portfolios using mutual funds and ETFs. Client portal runs on Tamarac and custody includes Schwab.
Team overview
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Client Personas
Custodian
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID ALLEN JACKSON
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2267352
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Sapphira Santibanez
--
- CRD
- #6863017
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $169,858,650 | $645,850 |
| Non-Discretionary | $0 | -- |
| Total | $169,858,650 | $645,850 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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