DKM Wealth Management, Inc.

Overview

DKM Wealth Management, Inc. is an independent, SEC-registered advisory corporation that provides financial planning and portfolio management primarily to individuals, families and small-business owners, with some institutional clients. The firm uses a mix of percentage-of-AUM and fixed-fee billing and is owned by an individual principal. It registers as an independent RIA rather than a multi-state or pension consultant, and it does not present itself as an active ESG investor. DKM describes its advisory activity around financial planning and discretionary portfolio management for private clients. It does not operate as a capital allocator or a related adviser, which aligns with its use of third-party managers and pooled vehicles rather than running proprietary alternative funds.

Assets & Accounts

Public Holdings

Investments & Alternatives