# DST WEALTH MANAGEMENT LLC

DST WEALTH MANAGEMENT LLC of INDIAN WELLS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 302110
- Type: SEC-registered investment adviser
- SEC file number: 801-118242
- Location: 45110 CLUB DRIVE, SUITE B, INDIAN WELLS, CA, 92210
- Phone: 760-340-1448
- Latest filing: 2026-02-23
- Regulatory AUM: $532.1M
- Non-discretionary AUM: $532.1M
- Clients: 10
- Accounts: 703

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Edward Richard Woolery | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| WOOLERY EDWARD RICHARD | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |


## Disclosures (1)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | THIS MATTER OCCURRED PRIOR TO THE FORMATION OF THE COMPANY, AND AROSE FROM A DEFERRED SALES TRUST (DST) TRANSACTION WITH WHICH MR. BINKELE HAD SOME INVOLVEMENT. FOR YOUR INFORMATION, A DST IS A TAX DEFERRAL STRATEGY THAT IS EMPLOYED BY THE OWNER OF AN APPRECIATED ASSET WHO WANTS TO SELL THE ASSET BU… | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/302110/brochure
- Similar advisers: https://search.stillhousedata.com/firm/302110/similar
- Related entities: https://search.stillhousedata.com/firm/302110/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/302110

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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.