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
10100 Trinity Parkway, Suite 450, Stockton, CA 95219
https://www.dkmwealth.com
By the Numbers
  • Total Assets Under Management
    216
    MILLION
  • Total Number of Accounts
    447
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, NE, TX

Financial Advisors at Dkm Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Daniel Miladinovich, financial advisor Stockton CA
Daniel Miladinovich
CRD#: 6386301
10100 Trinity Parkway, Suite 450, Stockton, CA 95219

Daniel Miladinovich (CRD# 6386301) is an Investment Advisor Representative working at Dkm Wealth Management, Inc. in Stockton, CA and has over 8 years of experience in the finance industry.

2
Taylor Welz, financial advisor Stockton CA
Taylor M. Welz
CRD#: 1558277
10100 Trinity Parkway, Suite 450, Stockton, CA 95219

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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