WALNUT CREEK, CACRD 110365Latest ADV April 2, 2026
Destination Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Walnut Creek, CA. Its latest Form ADV filing, dated April 2, 2026, reports $4.9B in regulatory assets under management, 68 employees, and 6,129 accounts.
Assets Under Management
$4.9B
Employees
68
Offices
--
Total Clients
2,299
Primary office
WALNUT CREEK, CA
1255 TREAT BOULEVARD, SUITE 900, WALNUT CREEK, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 58.1% of total clients.
Top client categories% of clientsClients
1
HNWI
58.1%
1,335
2
Individuals
40.8%
937
3
Charitable
0.4%
10
4
Corporations
0.4%
9
5
Pension Plans
0.3%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.9Bas of April 2, 2026
Discretionary100.0%
$4.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.9B
Total Accounts6,129
10Y AUM Change+$3.1B (+167.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees68
Clients per Employee34:1
10Y Employee Change+22 (+47.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.