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DELARME WEALTH MANAGEMENT, INC.

PALOS VERDES ESTATES, CA · CRD 328372 · IAPD ↗ · (424) 250-1725

$256.5MRegulatory AUM
3Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — DELARME WEALTH MANAGEMENT, INC. notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — DELARME WEALTH MANAGEMENT, INC. reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2026 — DELARME WEALTH MANAGEMENT, INC. reported RAUM up 51% ($169.5M -> $256.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2025 — DELARME WEALTH MANAGEMENT, INC. reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
December 2024 — DELARME WEALTH MANAGEMENT, INC. notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
May 2024 — DELARME WEALTH MANAGEMENT, INC. now reports custody of client assets ($5.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
March 2024 — DELARME WEALTH MANAGEMENT, INC.'s provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.