PPrivate Fund Data Log in Join · $37/mo

Dkm Wealth Management, Inc.

● SEC registered since 2023CRD 316778SEC# 801-127619Stockton, CA
Export (members)
Reg. AUM
$273.9M
Employees
3
Accounts
465
Location
Stockton, CA

Dkm Wealth Management, Inc. assets under management

Dkm Wealth Management, Inc. operates as an SEC-registered investment adviser based in Stockton, CA. The firm has been registered since 2023. It reports $273.9 million in regulatory assets under management and employs 3 people.
www.dkmwealth.comView on SEC.gov ↗

Dkm Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Daniel Miladinovich ControlCeo/Owner/Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Dkm Wealth Management, Inc. manage?

Dkm Wealth Management, Inc. reports $273.9 million in regulatory assets under management on its Form ADV.

How many employees does Dkm Wealth Management, Inc. have?

Dkm Wealth Management, Inc. reports 3 employees.

Where is Dkm Wealth Management, Inc. located?

Dkm Wealth Management, Inc. is based in Stockton, CA and has been SEC-registered since 2023.

Does Dkm Wealth Management, Inc. disclose fund performance?

Dkm Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10100 Trinity Parkway, Suite 450, Stockton, CA 95219
Phone209-800-5855
Office hours8:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$273.9M
Non-discretionary$0
Total (RAUM)$273.9M