DST Wealth Management LLC
Firm details
- Headquarters
- Indian Wells, California
- CRD number
- 302110
- Registered since
- March 16, 2020
- Website
- dstwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI75.68%
- Individuals24.32%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
DST Wealth Management LLC is an independent RIA organized as an LLC that provides portfolio management for individuals and small businesses. The firm is registered with the SEC (registered in 2020) and serves a client base made up of individual and family accounts. Its advisory fees are charged as a percentage of assets under management and via fixed fees. In addition to typical advisory work, the firm’s principals also operate as registered representatives of a broker‑dealer and as other financial product salespeople, and the firm maintains industry ties to insurance and real estate brokerage activities. DST identifies as not being an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 Funds53%
- Exchange Traded Equities22%
- US Government Bonds8%
- Derivatives6%
- State & Local Bonds4%
Contacts
3 of 5
Edward Woolery
PrincipalCRD 6064191
John Balmer
Estate Planning TeamCRD 4569902
Robert Binkele
Financial AdvisorCRD 2393598
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Indian Wells, CA
Riverside
Location
Indian Wells, CA
Headquartered in Indian Wells, CA, anchoring the Riverside-San Bernardino-Ontario, CA metro in the West.
- Metro area
- Riverside-San Bernardino-Ontario, CA
- Region
- West
- County
- Riverside
- Address
- 45110 Club Dr
- Time zone
- PT (UTC-8)
- Office locations
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