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 registered investment adviser that began SEC registration in 2023 and is owned by an individual. The firm advises both individuals and families as well as institutional clients, focusing on financial planning and discretionary portfolio management for individuals and small businesses. Its fees are charged as a percentage of assets under management and via fixed-fee arrangements. DKM does not identify as an active ESG investor and is not positioned as a multi-state adviser or pension consultant.
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 1DANIEL MILADINOVICH
CEO and OwnerCRD 6386301
Contacts
2 of 2ZACHARY WELZ
Investment Adviser RepresentativeCRD 7655034
TAYLOR WELZ
Senior AdvisorCRD 1558277
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$105M in ETFs
34%
$35.5M
20%
$69.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| THORNBURG INCOME BUILDER OPPORTUNITIES TRUST (TBLD) | $20.4M | 964,573 | 19.42% |
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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