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Your Wealth Effect is a full-service financial planning and investment management practice. It works with local companies to help make their retirement plans as personal and beneficial to their employees as possible. It also works with select individuals to help them reach their savings, investing, and spending goals.

After many years of working for major brokerage firms, founder Mark Delp broke off to start Your Wealth Effect in 2009. Since then, it has grown from humble beginnings to managing over $1.1 billion of client assets—a fast enough growth rate to land it on the Inner City 100 and Inc. 5000 lists two years in a row.

Your Wealth Effect believes in taking care of their employees as well as their community. The company pays 100% of the health insurance premiums for employees as well as their families. It also pays employees their full salary for any time they spend volunteering in the community. Employee community involvement is so great that the Orange County Business Journal named the Irvine-based company one of the 50 most community-minded companies in the county.

The National Diversity Council also named Mark Delp as one of 15 Latino Leaders in the nation in 2019.

Company Information

HQ Location
Irvine, Calif.
Business Leader(s)
Mark Delp, President
2019 Revenue$8,965,000
Four-Year Revenue Growth (%)894.23%
Four-Year Jobs Created15