Daryl
Deke

New Market Wealth Management, LLC

CRD#1655492
Investment Advisor
in Irvine, CA

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About this Advisor

Daryl Deke is a financial advisor based in Irvine, California, with 12 years of professional experience. Deke is on the advisory team at New Market Wealth Management, LLC. Their career trajectory has included roles at Neuberger Berman, LLC, Northern Trust, Northern Trust Securities, Inc and New Market Wealth Management, LLC. Deke holds Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in California. New Market Wealth Management, LLC is a company that has its headquarters in Irvine, California. It has $209 million in assets under management across its 349 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm serves one charities and foundations. Of its 349 customer accounts, 59% belong to high-net-worth clients who have greater than $1 million in investable assets. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules depend on which services are provided. Fees charged by New Market Wealth Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

100 Spectrum Center Drive Suite 125
Irvine, CA 92618

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New Market Wealth Management, LLC Brokerage Details

Total Assets Under Management

$208,520,674

CA Average: $7,578,581,321
Total Number of Employees

6

CA Average: 43
Total Number of Accounts

349

CA Average: 3,727
Average Account Size

$597,480

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Daryl Deke Work History

Daryl has 12 years of experience.

2014 - Present (6 years)

New Market Wealth Management, LLC

2011 - 2014 (3 years)

Northern Trust

2011 - 2014 (3 years)

Northern Trust Securities, Inc

2008 - 2011 (3 years)

Neuberger Berman, LLC

Disclosures

Daryl Deke has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at New Market Wealth Management, LLC

Kelly Ann Gentles
Costa Mesa, CA
Sherry Deke
Irvine, CA
Edward Sweeney
Irvine, CA
Daryl Deke
Irvine, CA

This content was compiled from the SEC and FINRA.

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