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Del Mar Wealth Management
Del Mar Wealth Management Inc is an SEC-registered investment adviser in Del Mar, CA, registered since 2020. The firm manages approximately $170 million in...
Overview
Del Mar Wealth Management Inc is an SEC-registered investment adviser in Del Mar, CA, registered since 2020. The firm manages approximately $170 million in regulatory assets. It has 3 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Del Mar
Corporate office
San Diego, CA, United States
Sector focus
Frequently asked questions
How does Del Mar Wealth Management separate its investment function from its tax and estate planning work?
The firm integrates these functions under one RIA umbrella but maintains separate compliance and reporting workflows. Tax planning is performed by licensed CPAs on staff, while investment decisions are made by the investment committee. This structural separation is disclosed in the firm's Form ADV (per SEC filings).
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