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Home > Retirement Planners > california > stockton > DKM WEALTH MANAGEMENT, INC.
DKM WEALTH MANAGEMENT, INC.
10100 Trinity Parkway
Suite 450
Stockton, California 95219
Tel: 209-800-5855
About DKM WEALTH MANAGEMENT, INC.
DKM WEALTH MANAGEMENT, INC, formally registered with the SEC as DKM WEALTH MANAGEMENT, INC. The firm was established in 04/11/2023. They have over 1 offices throughout the country.
DKM WEALTH MANAGEMENT, INC. is a Stockton, California based Financial Planning firm with nearly $273,927,742 assets under management, offering retirement planning & investment advisory services to 465 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 316778 |
| SEC# | 801-127619 |
| Assets Managed by Firm | $273,927,742 |
| No. of Clients | 465 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 465 | $273,927,742 |
| Individuals (other than high net worth individuals) | 76 | $24,428,556 |
| High net worth individuals | 92 | $235,583,891 |
| Pension and profit sharing plans | 5 | $12,759,129 |
| Corporations or other businesses | 2 | $1,156,166 |
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