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DESTINATION WEALTH MANAGEMENT

1255 Treat Boulevard
Suite 900
Walnut Creek, California 94597
Tel: 925-935-2900

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About DESTINATION WEALTH MANAGEMENT

DESTINATION WEALTH MANAGEMENT, formally registered with the SEC as DESTINATION WEALTH MANAGEMENT. The firm was established in 10/11/1996. They have over 1 offices throughout the country.

DESTINATION WEALTH MANAGEMENT is a Walnut Creek, California based Financial Planning firm with nearly $3,701,661,223 assets under management, offering retirement planning & investment advisory services to 5567 clients. The firm is staffed with 53 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#110365
SEC#801-53077
Assets Managed by Firm$3,701,661,223
No. of Clients5567
No. of Advisors53

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total5567$3,701,661,223
Individuals (other than high net worth individuals)940$499,997,068
High net worth individuals1155$3,041,065,963
Pension and profit sharing plans29$84,103,173
Charitable organizations3$15,934,421
Corporations or other businesses15$60,560,598

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