Del Mar Wealth Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$168,453,583
Clients
72
Advisors
2
of 3 employees
About
Del Mar Wealth Management provides discretionary and non‑discretionary portfolio management and financial planning primarily to individual and high‑net‑worth clients. The firm manages approximately $170 million in client assets and generally charges advisory fees based on a percentage of assets under management, while offering hourly or fixed‑fee planning for clients not engaged in portfolio services.
The firm's investment process is tailored to each client's objectives and combines fundamental analysis and Modern Portfolio Theory with both long‑ and short‑term trading as appropriate, along with ongoing monitoring and rebalancing. Del Mar Wealth also uses third‑party tools and sub‑advisers — notably a trading and portfolio implementation platform (55ip) — to allocate across accounts and implement tax‑mitigation and model portfolio strategies.
Compared with many peers, Del Mar Wealth routinely advises on and incorporates less common investment types, including deed trust funds, promissory notes, structured notes, and distressed real estate funds, and may include illiquid or externally held assets (such as private placements and 529s or retirement accounts held elsewhere) in account valuations for management. The firm requires custody through a single institutional custodian and discloses that some advisory personnel are licensed insurance agents who may receive separate commission compensation.
Client services
Expertise
Fee options
Fixed fee up to $10,000 for financial planning and consulting services for clients not engaged in Portfolio Management Services.
$0 - $500,000: 1.50% $500,001 - $5,000,000: 1.00% $5,000,001+: 0.90%
Insurance commissions may be earned by licensed insurance agents affiliated with the firm; separate and in addition to advisory fees.
$300 per hour for financial planning and consulting services for clients not engaged in Portfolio Management Services.
Fee-only: Hourly fee at $300/hour; Fixed fee up to $10,000 for financial planning and consulting services for clients not engaged in Portfolio Management Services; fees are negotiable.
Main office
1110 Camino Del Mar, Suite B
Del Mar CA 92014
Advisors at this office
2
Most active in
California · New Hampshire
Also doing business as
Del Mar Wealth Management · Del Mar Wealth Management Inc · Jackson Wealth Management Group · Jackson Wealth Management Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Sapphira S
Series 65
Del Mar, CA
Del Mar Wealth Management Inc
Sapphira Santibanez is a financial advisor at Del Mar Wealth Management Inc with six years of industry experience. She holds a Series 65 credential and has previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of her advisory role, she has experience in hospitality at Carlsbad By The Sea Resort. Del Mar Wealth Management provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a tailored investment approach that combines fundamental analysis and Modern Portfolio Theory, incorporating a range of investment types including less common assets such as deed trust funds and structured notes.
David J
Series 63, Series 65
Del Mar, CA
Del Mar Wealth Management Inc
David Jackson is a financial advisor at Del Mar Wealth Management Inc with 28 years of industry experience. He holds Series 63 and Series 65 licenses and is the Owner and Principal of Jackson Wealth Management Group, Inc., a registered investment advisor since 2005. He is also a licensed insurance agent in California. Del Mar Wealth Management provides discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a tailored investment process that integrates fundamental analysis, Modern Portfolio Theory, and both long- and short-term trading, while also utilizing third-party tools and sub-advisers to implement tax mitigation and model portfolio strategies.
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