This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.84 fund_share=0.0 institutional_share=0.15 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$257MItem 5.F on the latest filing (2026-07-02); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$242M

Private client RAUM

$217MderivedItem 5.D individuals plus high net worth individuals

Private client share

84%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$85.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

483

Individual clients

69

High net worth clients

87

Custody, client assets

$9.7M

SEC number

801-128936

CRD

328372

Filings on the tape

13

First filed

Sep 20, 2023

Latest filed

Jul 2, 2026

Organised

Corporation, CA

• Occurred

  Dec 31, 2023
  Team lift-out

  2 advisors left Raymond James Financial Services Advisors, Inc (Palos Verdes Estates, CA) for Delarme Wealth Management, Inc. on the same day

  Form ADVobserved 5 days ago
  2 advisors
• Occurred

  Sep 20, 2023
  First Form ADV filing

  Delarme Wealth Management, Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6a787824-e74b-6624-c0c8-a5560939dbe1

First observed

Sep 20, 2023

Last observed

Jul 2, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.