Overview
Assets Under Management: $405 million
Headquarters: INDIAN WELLS, CA
High-Net-Worth Clients: 37
Average Client Assets: $10 million
Frequently Asked Questions
DST WEALTH MANAGEMENT LLC 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 #302110), DST WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
DST WEALTH MANAGEMENT LLC is headquartered in INDIAN WELLS, CA.
DST WEALTH MANAGEMENT LLC serves 37 high-net-worth clients according to their SEC filing dated December 24, 2024. View client details ↓
According to their SEC Form ADV, DST WEALTH MANAGEMENT LLC offers portfolio management for individuals. View all service details ↓
DST WEALTH MANAGEMENT LLC manages $405 million in client assets according to their SEC filing dated December 24, 2024.
According to their SEC Form ADV, DST WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.79
Average High-Net-Worth Client Assets: $10 million
Total Client Accounts: 664
Discretionary Accounts: 13
Non-Discretionary Accounts: 651
Regulatory Filings
CRD Number: 302110
Last Filing Date: 2024-12-24 00:00:00
Website: https://dstwealthmanagement.com