Delarme Wealth Management, Inc.
- Regulatory AUM
- $257M
- Discretionary
- $242M
- Clients
- 168
- Avg AUM / client
- $1.5M
- Accounts
- 483
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 69 | $33.1M | 12.9% |
| High net worth individuals | 87 | $183M | 71.5% |
| Pension and profit sharing plans | 12 | $38.9M | 15.2% |
| Charitable organizations | Fewer than 5 | $216K | 0.08% |
| Corporations and other businesses | Fewer than 5 | $764K | 0.3% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Martin Bros./Marcowall, Inc. 401(k) Plan Martin Bros./Marcowall, Inc. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey David De Larme | President & Chief Compliance Officer | CFP CFA | May 2016 (10y) | 75% or more |
| Michelle Kathleen Miller | Registered representative | Jan 2024 (3y) | ||
| Kevin Jon Ashworth | Registered representative | CFA | Jan 2025 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Martin Bros./Marcowall, Inc. 401(k) Plan | Martin Bros./Marcowall, Inc. | 98 | $16.9M | 07/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/02/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Raymond James $155M (60% of AUM) Jul 2026
- Charles Schwab & Co. $67.5M (26% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 02, 2026.
View current Form ADV (SEC/IAPD) ↗