Dkm Wealth Management, Inc.
Dkm Wealth Management, Inc. (CRD# 316778) is a financial advisory firm headquartered in Stockton, CA. They manage $216,340,802 in 447 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Dkm Wealth Management, Inc.
By the Numbers
-
Total Assets Under Management216MILLION
-
Total Number of Accounts447ACCOUNTS
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Average Account Value$483,984
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NE, TX
Financial Advisors at Dkm Wealth Management, Inc.
1
Daniel Miladinovich (CRD# 6386301) is an Investment Advisor Representative working at Dkm Wealth Management, Inc. in Stockton, CA and has over 9 years of experience in the finance industry.
2
Taylor Welz (CRD# 1558277) is an Investment Advisor Representative working at Dkm Wealth Management, Inc. in Stockton, CA and has 1 year of experience in the finance industry.
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