DKM WEALTH MANAGEMENT, INC.

DKM WEALTH MANAGEMENT, INC. of STOCKTON, CA is an SEC-registered investment adviser (CRD 316778). Regulatory assets under management: $316.8M.

Registration

• CRD: 316778
• SEC file number: 801-127619
• Type: Registered investment adviser
• Location: 10100 TRINITY PARKWAY, SUITE 450, STOCKTON, CA, 95219
• Phone: 209-800-5855
• Latest filing: 2026-02-27
• Regulatory AUM: $316.8M
• Discretionary AUM: $316.8M
• Clients: 3
• Accounts: 502

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316778 on SEC IAPD (source of record)
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