DKM Wealth Management, Inc.

Overview

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