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DKM WEALTH MANAGEMENT, INC.
CRD 316778 · SEC 801-127619
10100 TRINITY PARKWAY, SUITE 450, STOCKTON, CA, 95219, United States
Phone
209-800-5855
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$316.8M
Discretionary AUM
$316.8M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 71 | $25.2M |
| High net worth individuals | 103 | $276.8M |
| Pension/profit sharing plans | 5 | $13.6M |
| Corporations/business entities | 1 | $1.2M |
States served
CA, NE, TX
All web addresses on file
Official SEC filing: View on IAPD