DEL MAR WEALTH MANAGEMENT INC
  • DEL MAR WEALTH MANAGEMENT INC
  • DEL MAR WEALTH MANAGEMENT
  • JACKSON WEALTH MANAGEMENT GROUP, INC.
  • JACKSON WEALTH MANAGEMENT GROUP

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Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 12/17/2020
Other registrations (2)
ADV Location DEL MAR, CA, United States
Contact Info 858 xxxxxxx
Websites
AUM* 169,858,650 31%
of that, discretionary 169,858,650 31%
Number of Employees 3 50%
of those in investment advisory functions 2 100%
Private Fund GAV* 0
Avg Account Size 645,850 54%
% High Net Worth 79.45% 34%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

170M 146M 121M 97M 73M 49M 24M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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