Dst Wealth Management LLC
● SEC registered since 2020CRD 302110SEC# 801-118242Indian Wells, CA
Reg. AUM
$532.1M
Employees
10
Accounts
703
Location
Indian Wells, CA
Dst Wealth Management LLC assets under management
Dst Wealth Management LLC operates as an SEC-registered investment adviser based in Indian Wells, CA. The firm has been registered since 2020. It reports $532.1 million in regulatory assets under management and employs 10 people.
Dst Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward Richard Woolery Control | President / Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Dst Wealth Management LLC manage?
Dst Wealth Management LLC reports $532.1 million in regulatory assets under management on its Form ADV.
How many employees does Dst Wealth Management LLC have?
Dst Wealth Management LLC reports 10 employees.
Where is Dst Wealth Management LLC located?
Dst Wealth Management LLC is based in Indian Wells, CA and has been SEC-registered since 2020.
Does Dst Wealth Management LLC disclose fund performance?
Dst Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 45110 Club Drive, Suite B, Indian Wells, CA 92210 |
| Phone | 760-340-1448 |
| Fax | 760-779-5339 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$532.1M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$532.1Mregulatory AUM
Discretionary $0Non-discretionary $532.1M