Del Mar Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
Del Mar Wealth Management reports 73 clients. They include 58 high-net-worth individuals, 14 individual clients and 1 charitable organization. Of its assets, 100.0% ($170M across 263 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 19% | 3% |
| High-net-worth individuals | 79% | 96% |
| Charitable organizations | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 14 | $4.93M | 2.9% | $352K |
| High-net-worth individuals | 58 | $164M | 96.3% | $2.82M |
| Charitable organizations | Fewer than 5 | $1.41M | 0.8% | $1.41M |
| Total | 73 | $170M | 100% | — |
- Clients
- 14
- Regulatory AUM
- $4.93M
- AUM share
- 2.9%
- Avg. per client
- $352K
- Clients
- 58
- Regulatory AUM
- $164M
- AUM share
- 96.3%
- Avg. per client
- $2.82M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.41M
- AUM share
- 0.8%
- Avg. per client
- $1.41M
Total
- Clients
- 73
- Regulatory AUM
- $170M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Del Mar Wealth Management charges 0.90%–1.50% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.50% |
| $500K–$5M | 1.00% |
| $5M and above | 0.90% |
Fee details and sources
Other fees
- Financial Planning and Consulting
- For clients not in portfolio management, planning and consulting is billed hourly at $300 or as a fixed fee of up to $10,000, negotiable.
David Jackson owns 75% or more of Del Mar Wealth Management. The leadership team of Del Mar Wealth Management includes President David Jackson. It has 3 employees, 2 of them in advisory roles.
Leadership
- David JacksonPresident/Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of Del Mar Wealth Management Inc
David Jackson
Control person · since November 2013
Del Mar Wealth Management’s regulatory assets grew from $118M (March 2021) to $170M (March 2026); clients fell from 104 to 73 and employees rose from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $170M | 73 | 3 | 1 |
| February 2025 | $148M | 75 | 2 | 1 |
| February 2024 | $130M | 79 | 2 | 1 |
| January 2023 | $108M | 76 | 2 | 1 |
| June 2022 | $131M | 81 | 2 | 1 |
| March 2021 | $118M | 104 | 2 | 1 |
Besides its headquarters, Del Mar Wealth Management has 0 offices, with 1 listed address in California.
California · 1 listed address
- 1110 Camino Del Mar, Suite B, Del MarHQ
Contact and registration details
- Legal name
- Del Mar Wealth Management Inc
- Headquarters
- 1110 Camino Del Mar, Suite B, Del Mar, CA 92014
- Website
- delmarwealthmanagement.com
- Phone
- 858-480-3818
- SEC file
- 801-119990
- Structure
- California corporation
- Fiscal year end
- December
Del Mar Wealth Management uses Charles Schwab ($162M) as custodian for its separately managed accounts. Del Mar Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $162M100%
At year end, Del Mar Wealth Management’s separately managed accounts were mostly in funds (93%).
What the accounts hold
- Stocks2%
- Funds93%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash2%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does Del Mar Wealth Management have?
Del Mar Wealth Management has 73 clients and manages $170 million for them, as of March 2026. They include 58 high-net-worth individuals, 14 individual clients and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Del Mar Wealth Management offer?
Del Mar Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Del Mar Wealth Management charge?
Del Mar Wealth Management charges 0.90%–1.50% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: DEL MAR WEALTH MGMT - PART 2 DISCLOSURE BROCHURE, filed 27 March 2026
Which custodians does Del Mar Wealth Management use?
Del Mar Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $162M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Del Mar Wealth Management have?
Del Mar Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Del Mar Wealth Management invest in?
At the end of its last fiscal year, Del Mar Wealth Management’s separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 2% exchange-traded equities, 2% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Del Mar Wealth Management?
Del Mar Wealth Management’s direct owner is David Jackson (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Del Mar Wealth Management get paid?
Del Mar Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Del Mar Wealth Management registered with the SEC?
Yes, Del Mar Wealth Management has been registered with the SEC as an investment adviser since 17 December 2020. Its CRD number is 175022 and its SEC file number is 801-119990.
Source: Form ADV Part 1A, Item 1, filed 27 March 2026; IAPD firm record
How do I contact Del Mar Wealth Management?
Del Mar Wealth Management’s main office is at 1110 Camino Del Mar, Suite B, Del Mar, CA 92014. Its phone number is 858-480-3818. Its website is delmarwealthmanagement.com.