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Building 2DKM WEALTH MANAGEMENT, INC.

Map pinSTOCKTON, CA
Phone209-800-5855
NotebookSEC #801-127619
Total AUM
$316.8M
Employees
3
Clients
180

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10100 TRINITY PARKWAY
SUITE 450
STOCKTON
CA 95219
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
209-800-5855

ReceiptFinancials

Total AUM
$316.8M
Accounts
502
Discretionary
$316.8M
Accounts
502
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
71
AUM
$25.2M
HNW Individual Clients
103
AUM
$276.8M
Pension/Profit Sharing Plan Clients
5
AUM
$13.6M
Corporation or Business Clients
1
AUM
$1.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANETX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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