Kevin Ashworth
Delarme Wealth Management · Palos Verdes Estates, California
Kevin Ashworth is a fee-only financial advisor at Delarme Wealth Management in Palos Verdes Estates, California, who holds the CFA credential. 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 | CFA |
| SEC registration | Investment adviser representative in CA · CRD 2531835 |
| Exams passed | Series 63 (1994) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.delarmewm.com |
| Profile |
How Kevin'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 Kevin
Is Kevin Ashworth a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin 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 Kevin charge for financial advice?
Kevin's firm, Delarme Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Kevin Ashworth based?
Kevin Ashworth is based in Palos Verdes Estates, California.
What credentials does Kevin Ashworth hold?
Kevin Ashworth holds the CFA credential.
Is Kevin Ashworth registered with the SEC?
Yes. Kevin Ashworth is registered as an investment adviser representative in CA (CRD 2531835), 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 Kevin Ashworth?
Through Kevin'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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