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 17 years of experience in financial advising. He is currently with Delarme Wealth Management, Inc. and has previously worked at Edward Jones and Raymond James Financial Services. He also teaches an Investment Planning course at UCLA Extension. Delarme Wealth Management, Inc. provides investment management, financial planning, pension consulting, and third-party adviser selection to individuals, business entities, charitable organizations, and pension and profit-sharing plans. The firm builds diversified, risk-based portfolios using no-load mutual funds and ETFs and employs options and derivative strategies when appropriate, offering both discretionary and non-discretionary portfolio management without a required account minimum.
Michelle M
Series 66
Palos Verdes Estates, CA
Delarme Wealth Management, Inc.
Michelle Miller is a financial advisor at DeLarme Wealth Management, Inc. with five years of industry experience. She holds the Series 66 designation and has worked previously at Raymond James Financial Services and Edward Jones. DeLarme Wealth Management provides investment management, financial planning, pension consulting, and third-party adviser selection services to individuals, business entities, charitable organizations, and pension and profit-sharing plans. The firm builds diversified, risk-based portfolios using a variety of investment vehicles and offers both discretionary and non-discretionary portfolio management.
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 is currently an advisor at Delarme Wealth Management, Inc., joining the firm in 2025 after a 22-year tenure at EP Wealth Advisors. His prior business activities include passive ownership in EPWA Inc. Delarme Wealth Management provides investment management, financial planning, pension consulting, and third-party adviser selection services to individuals, business entities, charitable organizations, and pension plans. The firm emphasizes diversified, risk-based portfolios and offers discretionary and non-discretionary management, including options strategies and ERISA fiduciary pension consulting.
