DESTINATION WEALTH MANAGEMENT
Firm details
- Headquarters
- WALNUT CREEK, California
- CRD number
- 110365
- Registered since
- October 11, 1996
- Website
- www.destinationwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI86.3%
- Individuals11.53%
- Charitable Organizations1.21%
- Corporations / Businesses0.55%
- Pension & Profit Sharing Plans0.4%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Destination Wealth Management is an independent, privately owned registered investment adviser that has been SEC-registered since 1996. The firm serves both individual/family and institutional clients and functions as an active capital allocator, placing client capital with outside managers as well as in public markets. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and manager selection. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm identifies as an active ESG investor and has been recognized in industry rankings, including Financial Times’ Top 300 RIA Firms (2020) and CNBC’s Top 100 Financial Advisory Firms (2025).
Assets & Accounts
Public Holdings
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 Funds56%
- Exchange Traded Equities39%
- Cash & Cash Equivalents4%
- Other1%
Owners & executives
3 of 6Craig Gentry
President, Chief Investment StrategistCRD 6621419
MICHAEL YOSHIKAMI
CEO, Founder and ChairmanCRD 1929209
JENNIFER GREENFIELD
Senior Operations CoordinatorCRD 5206957
Contacts
3 of 35ROBERT JACQUES
Managing DirectorCRD 2373504
JOHN NEELEY
Financial PlannerCRD 5932682
XIUHUA XU
Wealth AdvisorCRD 6005872
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 160Active vs passive
$2.2B in ETFs
91%
$2B
6%
$197M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $167M | 1,685,577 | 7.47% |
Location
WALNUT CREEK, CA
CONTRA COSTA
Location
WALNUT CREEK, CA
Headquartered in WALNUT CREEK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- CONTRA COSTA
- Address
- 1255 Treat Blvd
- Time zone
- PT (UTC-8)
- Office locations
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