Jeffrey DeLarme
Delarme Wealth Management · Palos Verdes Estates, California
Jeffrey DeLarme is a fee-only financial advisor at Delarme Wealth Management in Palos Verdes Estates, California, who holds the CFP and CFA credentials. Delarme Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Delarme Wealth Management |
|---|---|
| Based in | Palos Verdes Estates, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $256.5M across 483 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 5487389 |
| Exams passed | Series 66 (2008) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.delarmewm.com |
| Profile |
How Jeffrey's firm compares
- Delarme Wealth Management's average account is about $531,000, from its Form ADV (assets managed divided by 483 accounts).
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Questions about Jeffrey
Is Jeffrey DeLarme a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Delarme Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Delarme Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Jeffrey DeLarme based?
Jeffrey DeLarme is based in Palos Verdes Estates, California.
What credentials does Jeffrey DeLarme hold?
Jeffrey DeLarme holds the CFP and CFA credentials.
Is Jeffrey DeLarme registered with the SEC?
Yes. Jeffrey DeLarme is registered as an investment adviser representative in CA and TX (CRD 5487389), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Delarme Wealth Management manage?
Delarme Wealth Management reports $256.5M across 483 accounts in assets under management.
How do I contact Jeffrey DeLarme?
Through Jeffrey's website, www.delarmewm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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