| Name | Title | Ownership | Since |
|---|---|---|---|
| Craig Dwayne Gentry Control | President, Chief Investment Strategist & Executive Partner | Under 5% | 2004 |
| David Francis Wilkinson Control | Chief Compliance Officer | Under 5% | 2025 |
| Michael Allen Yoshikami Control | Ceo, Founder And Chairman, Portfolio Strategy Committee | Over 75% | 1996 |
Destination Wealth Management reports $4.1 billion in regulatory assets under management on its Form ADV.
Destination Wealth Management reports 56 employees.
Destination Wealth Management is based in Walnut Creek, CA and has been SEC-registered since 1996.
Destination Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597 |
| Phone | 925-935-2900 |
| Fax | 925-935-1808 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1278573 |
| Discloses disciplinary history | No |
| Discretionary | $4.15B |
| Non-discretionary | $0 |
| Total (RAUM) | $4.15B |