Overview
Assets Under Management: $274 million
Headquarters: STOCKTON, CA
High-Net-Worth Clients: 92
Average Client Assets: $3 million
Frequently Asked Questions
DKM WEALTH MANAGEMENT, INC. 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 #316778), DKM WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
DKM WEALTH MANAGEMENT, INC. is headquartered in STOCKTON, CA.
DKM WEALTH MANAGEMENT, INC. serves 92 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, DKM WEALTH MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
DKM WEALTH MANAGEMENT, INC. manages $274 million in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, DKM WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.00
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 465
Discretionary Accounts: 465
Regulatory Filings
CRD Number: 316778
Last Filing Date: 2025-02-21 00:00:00
Website: https://dkmwealth.com