DST WEALTH MANAGEMENT LLC

CRD 302110 · SEC 801-118242

45110 CLUB DRIVE, SUITE B, INDIAN WELLS, CA, 92210, United States

Phone

760-340-1448

Fax

760-779-5339

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$532.1M

Discretionary AUM

Team

10 total employees; 5 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-23

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
Individuals	148	$129.4M
High net worth individuals	49	$402.7M

AZ, CA, ME, MN, NV, NY, OR, TX, FL

Official SEC filing: View on IAPD