DST WEALTH MANAGEMENT LLC

45110 Club Drive
Suite B
Indian Wells, California 92210
Tel: 760-340-1448

About DST WEALTH MANAGEMENT LLC

DST WEALTH MANAGEMENT LLC, formally registered with the SEC as DST WEALTH MANAGEMENT LLC. The firm was established in 03/16/2020. They have over 2 offices throughout the country.

DST WEALTH MANAGEMENT LLC is a Indian Wells, California based Financial Planning firm with nearly $405,195,546 assets under management, offering retirement planning & investment advisory services to 664 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	302110
SEC#	801-118242
Assets Managed by Firm	$405,195,546
No. of Clients	664
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	664	$405,195,546
Individuals (other than high net worth individuals)	22	$118,838,078
High net worth individuals	149	$286,357,468

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