INDIAN WELLS, CACRD 302110Latest ADV February 23, 2026
Dst Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Indian Wells, CA. Its latest Form ADV filing, dated February 23, 2026, reports $532M in regulatory assets under management, 10 employees, and 703 accounts.
Assets Under Management
$532M
Employees
10
Offices
--
Total Clients
197
Primary office
INDIAN WELLS, CA
45110 CLUB DRIVE, SUITE B, INDIAN WELLS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.1% of total clients.
Top client categories% of clientsClients
1
Individuals
75.1%
148
2
HNWI
24.9%
49
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$532Mas of February 23, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$532M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$532M
Total Accounts703
10Y AUM Change+$426M (+400.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee20:1
10Y Employee Change+3 (+42.9%)
* 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.