Dkm Wealth Management, Inc.
● SEC registered since 2023CRD 316778SEC# 801-127619Stockton, CA
Reg. AUM
$316.8M
Employees
3
Accounts
502
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 $316.8 million in regulatory assets under management and employs 3 people.
Dkm Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Miladinovich Control | Ceo/Owner/Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Dkm Wealth Management, Inc. manage?
Dkm Wealth Management, Inc. reports $316.8 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
| Address | 10100 Trinity Parkway, Suite 450, Stockton, CA 95219 |
| Phone | 209-800-5855 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$316.8M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$316.8Mregulatory AUM
Discretionary $316.8M