# Del Mar Wealth Management

Del Mar Wealth Management is a Multi Family Office based in Del Mar, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Del Mar, United States
- **Region:** North America
- **Address:** San Diego, CA, United States
- **Assets under management:** Undisclosed
- **Website:** delmarwealth.com

## Regulatory record

- **CRD number:** 175022
- **SEC file number:** 801-119990
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/175022

## About

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.

## Sectors

- Private Credit
- Real Estate
- Infrastructure
- Hedge Funds

## 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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- [Associated Financial Partners, Inc.](https://altss.com/profile/associated-financial-partners-inc)
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Last updated: 2026-07-06T01:24:15.190Z

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