CRD: 328372
Delarme Wealth Management, Inc.
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- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-24-2023
- Office Locations
- 1
Office Locations
About Delarme Wealth Management, Inc.
DeLarme Wealth Management is a CFP-led investment advisory firm serving individual investors, business owners, and partners in privately held businesses with integrated investment management, financial planning, and relationship management. Portfolios commonly use ETFs and public funds, and the firm supports client access through Schwab or Raymond James custody. Founder Jeff DeLarme is a UCLA Extension instructor and publishes regular market reviews.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Jeffrey David DeLarme
Financial Advisor, General Partner, President
- CRD
- #5487389
- Ownership
- 75% or more
CHRISTOPHER DANA STANLEY
Chief Compliance Officer
- CRD
- #5521175
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Kevin Jon Ashworth
--
- CRD
- #2531835
Michelle Kathleen Miller
Associate
- CRD
- #6335947
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $241,889,695 | $537,533 |
| Non-Discretionary | $14,610,946 | $442,756 |
| Total | $256,500,641 | $531,057 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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