DKM Wealth Management, Inc.
Firm details
- Headquarters
- Stockton, California
- CRD number
- 316778
- Registered since
- April 11, 2023
- Website
- www.dkmwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.38%
- Individuals7.94%
- Pension & Profit Sharing Plans4.28%
- Corporations / Businesses0.39%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
DKM Wealth Management, Inc. is an independent, privately owned registered investment adviser that began SEC registration in 2023. The firm operates as a corporation with an owner-managed structure and serves both individual/family clients and small institutional relationships. Its advisory model combines financial planning and portfolio management for individuals and small businesses and it charges clients via a percentage of assets under management and fixed fees. DKM does not present itself as an ESG-focused manager, does not act as a capital allocator running proprietary funds, and its filing indicates it is not a multi-state adviser or pension consultant. The firm's practice appears oriented toward directly managing client portfolios and sourcing external funds where appropriate rather than operating as a fund-of-funds allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds74%
- Cash & Cash Equivalents16%
- Exchange Traded Equities6%
- US Government Bonds2%
- Private Funds2%
Owners & executives
1 of 1
Daniel Miladinovich
CEO and OwnerCRD 6386301
Contacts
2 of 2
Taylor Welz
Senior AdvisorCRD 1558277
Zachary Welz
Investment Adviser RepresentativeCRD 7655034
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$120M in ETFs
36%
$43.4M
20%
$76.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| THORNBURG INCOME BUILDER OPPORTUNITIES TRUST (TBLD) | $19.8M | 973,499 | 16.50% |
Location
Stockton, CA
San Joaquin
Location
Stockton, CA
Headquartered in Stockton, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Joaquin
- Address
- 10100 Trinity Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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