DKM WEALTH MANAGEMENT, INC.

Adviser information for DKM WEALTH MANAGEMENT, INC. last updated from Form ADV on March 24th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 447 $216.3M
Non-Discretionary 0 $0
Total 447 $216.3M

Clients

Type Number RAUM
Individuals 83 $25.1M
HNW Individuals 82 $179.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 5 $10.7M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $1.1M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-127619
SEC ERA File Number 801-127619
SEC CIK Numbers None
SEC CRD Numbers 316778
Legal Entity Identifier None

Principal Office

10100 TRINITY PARKWAY
SUITE 450
STOCKTON
CA
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 209-800-5855, Fax: None

Chief Compliance Officer

DANNY MILADINOVICH
OWNER
10100 TRINITY PARKWAY
SUITE 450
STOCKTON
CA
United States
Tel: 209-800-5855
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
MILADINOVICH, DANIEL Individual OWNER/CHIEF COMPLIANCE OFFICER 08/2021 > 75%

No. Employees, Historic

10502023202420252 on 3/9/20232 on 3/24/2024

RAUM, Historic

300M150M0202320242025186453799 on 3/9/2023216340802 on 3/24/2024

No. Clients, Historic

2001000202320242025166 on 3/9/2023172 on 3/24/2024