Destination Wealth Management
● SEC registered since 1996CRD 110365SEC# 801-53077Walnut Creek, CA
Reg. AUM
$4.95B
Employees
68
Accounts
6,129
Location
Walnut Creek, CA
Destination Wealth Management assets under management
Destination Wealth Management is an investment advisory firm registered with the SEC based in Walnut Creek, CA. The firm has been registered since 1996. It reports $4.9 billion in regulatory assets under management and employs 68 people.
Destination Wealth Management owners & executives
3 reported| 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 |
Frequently asked questions
How much does Destination Wealth Management manage?
Destination Wealth Management reports $4.9 billion in regulatory assets under management on its Form ADV.
How many employees does Destination Wealth Management have?
Destination Wealth Management reports 68 employees.
Where is Destination Wealth Management located?
Destination Wealth Management is based in Walnut Creek, CA and has been SEC-registered since 1996.
Does Destination Wealth Management disclose fund performance?
Destination Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$4.95B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$4.95Bregulatory AUM
Discretionary $4.95B