Kevin Jon Ashworth
Investment adviser representative at Delarme Wealth Management, Inc.
24 yearsExperience
1 stateRegistered in
CFADesignation
$256.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Delarme Wealth Management, Inc.Jan 2025 to now
- Unemployed/garden LeaveFeb 2024 to Jan 2025
- Ep Wealth AdvisorsApr 2002 to Feb 2024
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 1 state (CA).
Delarme Wealth Management, Inc.
$256.5MAssets managed
168Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2531835
- Firm CRD
- 328372