# DESTINATION WEALTH MANAGEMENT

DESTINATION WEALTH MANAGEMENT of WALNUT CREEK, CA is an SEC-registered investment adviser.

## Registration

- CRD: 110365
- Type: SEC-registered investment adviser
- SEC file number: 801-53077
- Location: 1255 TREAT BOULEVARD, SUITE 900, WALNUT CREEK, CA, 94597
- Phone: 925-935-2900
- Latest filing: 2026-07-14
- Regulatory AUM: $4.9B
- Discretionary AUM: $4.9B
- Clients: 68
- Accounts: 6,129

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Michael Allen Yoshikami | CEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEE | — |
| Craig Dwayne Gentry | PRESIDENT, CHIEF INVESTMENT STRATEGIST & EXECUTIVE PARTNER | — |
| David Francis Wilkinson | CHIEF COMPLIANCE OFFICER | — |
| Jessica S Lambruschini-Coy | MANAGING DIRECTOR & SENIOR EXECUTIVE PARTNER, CHIEF COMPLIANCE OFFICER, HR MANAGER | — |
| YOSHIKAMI MICHAEL ALLEN | CEO; CEO AND FOUNDER, CHAIRMAN PORTFOLIO STRATEGY COMMITTEE; CEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEE (+1 more) | — |
| CHIN GEORGE KUNG WAI | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT & CHIEF COMPLIANCE OFFICER; PRESIDENT (+3 more) | — |
| JACQUES ROBERT KEITH | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| STICE ALEXIS BRINCK | CHIEF COMPLIANCE OFFICER | — |
| CRAWFORD ANGELA MARIE | CHIEF COMPLIANCE OFFICER | — |
| WRIGHT ANGELA MARIE | CHIEF COMPLIANCE OFFICER | — |
| LAMBRUSCHINI-COY JESSICA S | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, HR MANAGER; MANAGING DIRECTOR & SENIOR EXECUTIVE PARTNER, CHIEF COMPLIANCE OFFICER, HR MANAGER (+1 more) | — |
| Gentry Craig Dwayne | EXECUTIVE VICE PRESIDENT & EXECUTIVE PARTNER, CHIEF INVESTMENT STRATEGIST; PRESIDENT, CHIEF INVESTMENT STRATEGIST & EXECUTIVE PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110365/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110365/similar
- Related entities: https://search.stillhousedata.com/firm/110365/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110365

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.