STOCKTON, CACRD 316778Latest ADV February 27, 2026
Dkm Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Stockton, CA. Its latest Form ADV filing, dated February 27, 2026, reports $317M in regulatory assets under management, 3 employees, and 502 accounts.
Assets Under Management
$317M
Employees
3
Offices
--
Total Clients
180
Primary office
STOCKTON, CA
10100 TRINITY PARKWAY, SUITE 450, STOCKTON, 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 segmentHNWI represent 57.2% of total clients.
Top client categories% of clientsClients
1
HNWI
57.2%
103
2
Individuals
39.4%
71
3
Pension Plans
2.8%
5
4
Corporations
0.6%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$317Mas of February 27, 2026
Discretionary100.0%
$317M
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.
Total AUM$317M
Total Accounts502
10Y AUM Change+$317M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee60:1
10Y Employee Change+2 (+200.0%)
* 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.