Overview
Assets Under Management: $4.1 billion
Headquarters: WALNUT CREEK, CA
High-Net-Worth Clients: 1,264
Average Client Assets: $3 million
Frequently Asked Questions
DESTINATION WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110365), DESTINATION WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
DESTINATION WEALTH MANAGEMENT is headquartered in WALNUT CREEK, CA.
DESTINATION WEALTH MANAGEMENT serves 1,264 high-net-worth clients according to their SEC filing dated August 28, 2025. View client details ↓
According to their SEC Form ADV, DESTINATION WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
DESTINATION WEALTH MANAGEMENT manages $4.1 billion in client assets according to their SEC filing dated August 28, 2025.
According to their SEC Form ADV, DESTINATION WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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