Delarme Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$216,587,001
Clients
156
Advisors
3
of 3 employees
About
DeLarme Wealth Management provides discretionary and non‑discretionary investment management, financial planning, third‑party adviser selection, and pension consulting for individuals (including high‑net‑worth clients), business entities, charitable organizations, and pension and profit‑sharing plans. The firm delivers ongoing portfolio management and planning recommendations based on each client’s financial condition, goals, risk tolerance, liquidity needs, and time horizon.
The firm’s investment approach emphasizes diversification and the tenets of modern portfolio theory, typically implemented through risk‑based allocations to no‑load mutual funds and ETFs with periodic rebalancing and tax‑loss harvesting, while retaining flexibility to hold fixed income, REITs, private funds, and other legacy positions. Its disclosures also describe the use of options strategies (for example, covered calls and purchased puts) and the attendant risks and time sensitivities, and note that derivatives may be used in separately managed accounts.
Noteworthy aspects include the explicit, documented use of derivatives/options in client accounts — a practice that is relatively uncommon among peer firms in this category — and the firm’s ERISA fiduciary role and pension consulting services for retirement plans. The brochure also discloses a transition of custodial relationships (from Raymond James to Schwab) and receipt of Schwab‑provided technology and expense offsets, conflicts the firm says it addresses through due diligence and periodic review.
Client services
Expertise
Fee options
$0+: up to 1.50% per year (Investment Management and Financial Planning fees) $0+: up to 0.75% per year (Pension Consulting fees)
Main office
2550 Via Tejon, Suite 3 A
Palos Verdes Estates CA 90274
Advisors at this office
3
Most active in
Arizona · California · Missouri · Nebraska · Texas
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.
Quick links
Advisors at this firm
Jeffrey D
CFP®, CFA®, Series 66
Palos Verdes Estates, CA
Delarme Wealth Management, Inc.
Jeffrey De Larme is a CFP® and CFA® with 18 years of experience in financial advisory. He is currently with DeLarme Wealth Management, Inc., where he has worked since 2016. He also teaches an Investment Planning course at UCLA Extension. DeLarme Wealth Management provides discretionary and non-discretionary investment management, financial planning, adviser selection, and pension consulting for individuals, business entities, charitable organizations, and retirement plans. The firm’s investment approach includes diversification, risk-based allocations to no-load mutual funds and ETFs, and the use of options strategies, along with pension consulting services and an ERISA fiduciary role.
Michelle M
Series 66
Palos Verdes Estates, CA
Delarme Wealth Management, Inc.
Michelle Miller is a financial advisor at DeLarme Wealth Management, Inc. with six years of industry experience. She holds the Series 66 designation and has worked previously at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. before returning to DeLarme Wealth Management. DeLarme Wealth Management offers discretionary and non-discretionary investment management, financial planning, third-party adviser selection, and pension consulting for individuals, businesses, charitable organizations, and retirement plans. The firm employs a risk-based investment approach grounded in modern portfolio theory, utilizing diversified portfolios of mutual funds, ETFs, and other asset classes, along with documented use of derivatives and options strategies.
Kevin A
CFA®, Series 63
Palos Verdes Estates, CA
Delarme Wealth Management, Inc.
Kevin Ashworth is a CFA® charterholder with 15 years of industry experience. He has been with Delarme Wealth Management, Inc. since 2025 and previously worked at EP Wealth Advisors for 22 years. Delarme Wealth Management provides discretionary and non-discretionary investment management, financial planning, third-party adviser selection, and pension consulting for individuals, business entities, charitable organizations, and retirement plans. The firm’s investment approach emphasizes diversification and modern portfolio theory, utilizing risk-based allocations to no-load mutual funds and ETFs, along with the documented use of derivatives and options strategies in client accounts.
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