DESTINATION WEALTH MANAGEMENT
CRD #110365 SEC #801-53077 WALNUT CREEK, CA 925-935-2900
SEC Registered
Total AUM
$4.1B
Discretionary
$4.1B
Employees
56
Clients
--
Accounts
5,732
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $4.1B | $4.1B | $0 | 56 | 4 |
| Apr 2025 | $4.1B | $4.1B | $0 | 56 | 4 |
| Apr 2025 | $4.1B | $4.1B | $0 | 56 | 4 |
| Mar 2025 | $4.1B | $4.1B | $0 | 56 | 4 |
| Dec 2024 | $3.7B | $3.7B | $0 | 53 | 4 |
| Dec 2024 | $3.7B | $3.7B | $0 | 53 | 4 |
| Oct 2024 | $3.7B | $3.7B | $0 | 53 | 4 |
| Apr 2024 | $3.7B | $3.7B | $0 | 53 | 4 |
| Feb 2024 | $3.7B | $3.7B | $0 | 53 | 4 |
| Dec 2023 | $3.2B | $3.2B | $0 | 51 | 4 |
| Mar 2023 | $3.2B | $3.2B | $0 | 51 | 4 |
| Jan 2023 | $3.8B | $3.8B | $0 | 50 | 6 |
| Apr 2022 | $3.8B | $3.8B | $0 | 50 | 6 |
| Mar 2022 | $3.8B | $3.8B | $0 | 50 | 6 |
| Sep 2021 | $3.2B | $3.2B | $0 | 52 | 7 |
| Apr 2021 | $3.2B | $3.2B | $0 | 52 | 7 |
| Mar 2021 | $3.2B | $3.2B | $0 | 52 | 7 |
| Sep 2020 | $2.8B | $2.8B | $0 | 50 | 7 |
| Jun 2020 | $2.8B | $2.8B | $0 | 50 | 7 |
| May 2020 | $2.8B | $2.8B | $0 | 50 | 7 |
| Mar 2020 | $2.8B | $2.8B | $0 | 50 | 7 |
| Sep 2019 | $2.2B | $2.2B | $0 | 52 | 5 |
| Mar 2019 | $2.2B | $2.2B | $0 | 52 | 5 |
| Mar 2019 | $2.3B | $2.3B | $0 | 51 | 2 |
| Nov 2018 | $2.3B | $2.3B | $0 | 51 | 2 |
| Oct 2018 | $2.3B | $2.3B | $0 | 51 | 2 |
| Sep 2018 | $2.3B | $2.3B | $0 | 51 | 2 |
| May 2018 | $2.3B | $2.3B | $0 | 51 | 2 |
| Mar 2018 | $2.3B | $2.3B | $0 | 51 | 2 |
| Mar 2018 | $2.3B | $2.3B | $0 | 51 | 2 |
| Mar 2017 | $1.9B | $1.9B | $0 | 46 | 1,500 |
| Nov 2016 | $1.5B | $1.5B | $0 | 39 | 1,500 |
| May 2016 | $1.5B | $1.5B | $0 | 39 | 1,500 |
| Mar 2016 | $1.5B | $1.5B | $0 | 39 | 1,500 |
| Dec 2015 | $1.5B | $1.5B | $0 | 30 | 1,500 |
| Oct 2015 | $1.5B | $1.5B | $0 | 30 | 1,500 |
| Jul 2015 | $1.5B | $1.5B | $0 | 30 | 1,500 |
| Mar 2015 | $1.5B | $1.5B | $0 | 30 | 1,500 |
| Nov 2014 | $1.4B | $1.4B | $5.4M | 25 | 1,400 |
| Apr 2014 | $1.4B | $1.4B | $5.4M | 25 | 1,400 |
| May 2013 | $1.2B | $1.2B | $10M | 24 | 1,400 |
| Mar 2013 | $1.2B | $1.2B | $10M | 24 | 1,400 |
| Apr 2012 | $1.1B | $1B | $9.9M | 11 | 1,400 |
| Mar 2012 | $1.1B | $1B | $9.9M | 11 | 1,400 |
| Mar 2011 | $1B | $992.2M | $10.5M | -- | -- |
| Jan 2011 | $950.9M | $946.9M | $4.1M | -- | -- |
| Jul 2010 | $950.9M | $946.9M | $4.1M | -- | -- |
| Mar 2010 | $950.9M | $946.9M | $4.1M | -- | -- |
| Mar 2009 | $781.2M | $778.9M | $2.3M | -- | -- |
| Aug 2007 | $809.8M | $809.8M | $0 | -- | -- |
| May 2007 | $809.8M | $809.8M | $0 | -- | -- |
| Mar 2007 | $809.8M | $809.8M | $0 | -- | -- |
| Feb 2007 | $809.8M | $809.8M | $0 | -- | -- |
| Feb 2006 | $650M | $600M | $50M | -- | -- |
| Sep 2005 | $650M | $600M | $50M | -- | -- |
| Jul 2004 | $550M | $500M | $50M | -- | -- |
| Mar 2002 | $243.9M | $219.5M | $24.4M | -- | -- |
| May 2001 | $280M | $180M | $100M | -- | -- |
DateAug 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees56
Clients4
DateApr 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees56
Clients4
DateApr 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees56
Clients4
DateMar 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees56
Clients4
DateDec 2024
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees53
Clients4
DateDec 2024
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees53
Clients4
DateOct 2024
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees53
Clients4
DateApr 2024
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees53
Clients4
DateFeb 2024
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees53
Clients4
DateDec 2023
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees51
Clients4
DateMar 2023
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees51
Clients4
DateJan 2023
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees50
Clients6
DateApr 2022
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees50
Clients6
DateMar 2022
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees50
Clients6
DateSep 2021
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees52
Clients7
DateApr 2021
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees52
Clients7
DateMar 2021
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees52
Clients7
DateSep 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees50
Clients7
DateJun 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees50
Clients7
DateMay 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees50
Clients7
DateMar 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees50
Clients7
DateSep 2019
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees52
Clients5
DateMar 2019
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees52
Clients5
DateMar 2019
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees51
Clients2
DateNov 2018
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees51
Clients2
DateOct 2018
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees51
Clients2
DateSep 2018
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees51
Clients2
DateMay 2018
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees51
Clients2
DateMar 2018
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees51
Clients2
DateMar 2018
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees51
Clients2
DateMar 2017
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees46
Clients1,500
DateNov 2016
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees39
Clients1,500
DateMay 2016
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees39
Clients1,500
DateMar 2016
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees39
Clients1,500
DateDec 2015
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees30
Clients1,500
DateOct 2015
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees30
Clients1,500
DateJul 2015
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees30
Clients1,500
DateMar 2015
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees30
Clients1,500
DateNov 2014
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$5.4M
Employees25
Clients1,400
DateApr 2014
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$5.4M
Employees25
Clients1,400
DateMay 2013
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$10M
Employees24
Clients1,400
DateMar 2013
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$10M
Employees24
Clients1,400
DateApr 2012
Total AUM$1.1B
Discretionary$1B
Non-Disc.$9.9M
Employees11
Clients1,400
DateMar 2012
Total AUM$1.1B
Discretionary$1B
Non-Disc.$9.9M
Employees11
Clients1,400
DateMar 2011
Total AUM$1B
Discretionary$992.2M
Non-Disc.$10.5M
Employees--
Clients--
DateJan 2011
Total AUM$950.9M
Discretionary$946.9M
Non-Disc.$4.1M
Employees--
Clients--
DateJul 2010
Total AUM$950.9M
Discretionary$946.9M
Non-Disc.$4.1M
Employees--
Clients--
DateMar 2010
Total AUM$950.9M
Discretionary$946.9M
Non-Disc.$4.1M
Employees--
Clients--
DateMar 2009
Total AUM$781.2M
Discretionary$778.9M
Non-Disc.$2.3M
Employees--
Clients--
DateAug 2007
Total AUM$809.8M
Discretionary$809.8M
Non-Disc.$0
Employees--
Clients--
DateMay 2007
Total AUM$809.8M
Discretionary$809.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$809.8M
Discretionary$809.8M
Non-Disc.$0
Employees--
Clients--
DateFeb 2007
Total AUM$809.8M
Discretionary$809.8M
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$650M
Discretionary$600M
Non-Disc.$50M
Employees--
Clients--
DateSep 2005
Total AUM$650M
Discretionary$600M
Non-Disc.$50M
Employees--
Clients--
DateJul 2004
Total AUM$550M
Discretionary$500M
Non-Disc.$50M
Employees--
Clients--
DateMar 2002
Total AUM$243.9M
Discretionary$219.5M
Non-Disc.$24.4M
Employees--
Clients--
DateMay 2001
Total AUM$280M
Discretionary$180M
Non-Disc.$100M
Employees--
Clients--