DKM WEALTH MANAGEMENT, INC.
  • DKM WEALTH MANAGEMENT, INC.

Adviser Profile

As of Date 03/29/2022
Registration status Registration Changed to DKM WEALTH MANAGEMENT, INC.
Contact Info 209 xxxxxxx
AUM* 54,941,214
of that, discretionary 54,941,214
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 473,631
% High Net Worth 61.54%
SMA’s No
Private Funds 0

Adviser Type

- No longer eligible

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

55M 47M 39M 31M 24M 16M 8M
2021 2022
Discretionary
Non-discretionary

Private Funds

No private funds

Employees