Investment adviser · CRD 110365
DESTINATION WEALTH MANAGEMENT
Investment adviser filing (IA)
WALNUT CREEK, CA, United States · Form ADV filed Jul 14, 2026
- Regulatory AUM
- $4.95B Form ADV · Item 5.F
- Client accounts
- 6,129 Accounts, not individual clients
- Employees
- 68 Reported in this filing
- Advisory professionals
- 31 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,335 | $4,270,561,768 | 86.3% |
| Individuals | 937 | $570,717,510 | 11.5% |
| Charities | 10 | $59,972,094 | 1.2% |
| Corporations & businesses | 9 | $27,282,247 | 0.6% |
| Retirement plans | 8 | $19,738,247 | 0.4% |
Filing source
Form ADV 2119647 · Jul 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 14, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1255 TREAT BOULEVARD, SUITE 900WALNUT CREEK, CA, 94597, United States
CRD 110365
Filing source
Form ADV 2119647 · Jul 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.