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DESTINATION WEALTH MANAGEMENT
WALNUT CREEK, CA
925-935-2900
SEC #801-53077Total AUM
$4.9B
Employees
68Clients
2,299Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1255 TREAT BOULEVARD
SUITE 900
WALNUT CREEK
CA 94597
United States
SUITE 900
WALNUT CREEK
CA 94597
United States
Operating Hours
8:00A.M. TO 5:00P.M.
Monday - Friday
Monday - Friday
Phone
925-935-2900
Financials
Total AUM
$4.9B
Accounts
6,129Discretionary
$4.9B
Accounts
6,129Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
937AUM
$570.7M
HNW Individual Clients
1,335AUM
$4.3B
Pension/Profit Sharing Plan Clients
8AUM
$19.7M
Charitable Organization Clients
10AUM
$60M
Corporation or Business Clients
9AUM
$27.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOCTFLGAHIIDLAMAMDMNMOMTNCNHNJNMNVNYOHORSCTNTXUTVAWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.