Be advised. This firm is no longer registered.

Del Mar Wealth Management, LLC

Del Mar Wealth Management, LLC (CRD# 165367) is a financial advisory firm headquartered in Port Washington, WI. They manage $14,500,000 in 50 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
211 N. Franklin St, Port Washington, WI 53074
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $290,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, WI

Financial Advisors at Del Mar Wealth Management, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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