Del Mar Wealth Management

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About

Del Mar Wealth Management is a fee-only registered investment advisory firm at 1110 Camino Del Mar, Suite B, Del Mar, CA 92014, registered with the SEC under CRD number 175022. The firm was established in 2015 and reorganized as an active advisory practice in 2020, operating as a pure fee-only RIA — meaning it collects no commissions or hidden compensation from financial product sales. That fiduciary structure ensures advice is aligned exclusively with client interests. As of its most recent regulatory filing, Del Mar Wealth Management oversees approximately $130.6 million in assets under management, serving individuals, high-net-worth individuals, small businesses, and charitable organizations. Services span discretionary and non-discretionary portfolio management, financial planning, retirement income strategy, estate planning, and insurance review. The firm primarily advises on stocks, corporate bonds, mutual funds, and ETFs, relying on fundamental analysis with a long-term investment horizon. Portfolio management fees are tiered based on assets under management, with financial planning available as part of the advisory fee or billed separately at an hourly or fixed rate. The Camino Del Mar suite sits in the heart of Del Mar's village between 10th and 11th Streets, with wheelchair-accessible entrance, parking, and restrooms. Office hours run Monday through Thursday 8 AM to 5 PM and Friday 8 AM to 2 PM, with appointments recommended. The firm holds clean disclosure records with no regulatory actions on file. Del Mar residents building a complete financial team will find Lavelle & Associates, CPAs among the established tax professionals in the area for coordinating year-end tax planning alongside investment strategy. Business owners along Camino Del Mar who need exit planning or more specialized wealth stewardship can also explore Flynn Financial Group, a referral-only practice further up the street at 1401 Camino Del Mar.