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DESTINATION WEALTH MANAGEMENT
CRD 110365 · SEC 801-53077
1255 TREAT BOULEVARD, SUITE 900, WALNUT CREEK, CA, 94597, United States
Phone
925-935-2900
Fax
925-935-1808
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.95B
Discretionary AUM
$4.95B
Team
68 total employees; 31 advisory reps; 4 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 937 | $570.7M |
| High net worth individuals | 1335 | $4.27B |
| Pension/profit sharing plans | 8 | $19.7M |
| Charitable organizations | 10 | $60.0M |
| Corporations/business entities | 9 | $27.3M |
States served
AZ, CA, CO, GA, ID, LA, MD, MA, MN, MT, NV, NJ, NM, NY, NC, OH, OR, SC, TN, UT, VA, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD