Overview
Assets Under Management: $4.1 billion
Headquarters: WALNUT CREEK, CA
High-Net-Worth Clients: 1,264
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 1,264
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.70
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 5,732
Discretionary Accounts: 5,732
Regulatory Filings
CRD Number: 110365
Filing ID: 2012922
Last Filing Date: 2025-08-28 16:22:00
Website: https://destinationwm.com