RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 28, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CHIN, GEORGE, KUNG WAIIPRESIDENT AND CHIEF OPERATING OFFICERNA Control
CHIN, GEORGE, KUNG WAIIPRESIDENT AND CHIEF OPERATING OFFICERNA Control
CRAWFORD, ANGELA, MARIEICHIEF COMPLIANCE OFFICERNA
Gentry, Craig, DwayneIEXECUTIVE VICE PRESIDENT & EXECUTIVE PARTNER, CHIEF INVESTMENT STRATEGISTNA Control
Gentry, Craig, DwayneIEXECUTIVE VICE PRESIDENT & EXECUTIVE PARTNER, CHIEF INVESTMENT STRATEGISTNA Control
Gentry, Craig, DwayneIPRESIDENT, CHIEF INVESTMENT STRATEGIST & EXECUTIVE PARTNERNA Control
Gentry, Craig, DwayneIPRESIDENT, CHIEF INVESTMENT STRATEGIST & EXECUTIVE PARTNERNA Control
Gentry, Craig, DwayneIPRESIDENT, CHIEF INVESTMENT STRATEGIST & EXECUTIVE PARTNERNA Control
Gentry, Craig, DwayneIPRESIDENT, CHIEF INVESTMENT STRATEGIST & EXECUTIVE PARTNERNA Control
Gentry, Craig, DwayneIPRESIDENT, CHIEF INVESTMENT STRATEGIST & EXECUTIVE PARTNERNA Control
Gentry, Craig, DwayneIPRESIDENT, CHIEF INVESTMENT STRATEGIST & EXECUTIVE PARTNERNA Control
Gentry, Craig, DwayneIPRESIDENT, CHIEF INVESTMENT STRATEGIST & EXECUTIVE PARTNERNA Control
Gentry, Craig, DwayneIPRESIDENT, CHIEF INVESTMENT STRATEGIST & EXECUTIVE PARTNERNA Control
Gentry, Craig, DwayneIPRESIDENT, CHIEF INVESTMENT STRATEGIST & EXECUTIVE PARTNERNA Control
Gentry, Craig, DwayneIPRESIDENT, CHIEF INVESTMENT STRATEGIST & EXECUTIVE PARTNERNA Control
Gentry, Craig, DwayneIPRESIDENT, CHIEF INVESTMENT STRATEGIST & EXECUTIVE PARTNERNA Control
Gentry, Craig, DwayneIPRESIDENT, CHIEF INVESTMENT STRATEGIST & EXECUTIVE PARTNERNA Control
JACQUES, ROBERT, KEITHIVICE PRESIDENT & CHIEF COMPLIANCE OFFICERNA
LAMBRUSCHINI-COY, JESSICA, SICHIEF COMPLIANCE OFFICERNA
LAMBRUSCHINI-COY, JESSICA, SICHIEF COMPLIANCE OFFICERNA
LAMBRUSCHINI-COY, JESSICA, SICHIEF COMPLIANCE OFFICERNA
LAMBRUSCHINI-COY, JESSICA, SICHIEF COMPLIANCE OFFICERNA
LAMBRUSCHINI-COY, JESSICA, SICHIEF COMPLIANCE OFFICERNA
LAMBRUSCHINI-COY, JESSICA, SICHIEF COMPLIANCE OFFICERNA
LAMBRUSCHINI-COY, JESSICA, SICHIEF COMPLIANCE OFFICER, HR MANAGERNA
LAMBRUSCHINI-COY, JESSICA, SICHIEF COMPLIANCE OFFICER, HR MANAGERNA
LAMBRUSCHINI-COY, JESSICA, SICHIEF COMPLIANCE OFFICER, HR MANAGERNA
LAMBRUSCHINI-COY, JESSICA, SICHIEF COMPLIANCE OFFICER, HR MANAGERNA
LAMBRUSCHINI-COY, JESSICA, SICHIEF COMPLIANCE OFFICER, HR MANAGERNA
LAMBRUSCHINI-COY, JESSICA, SIVICE PRESIDENT, CHIEF COMPLIANCE OFFICER, HR MANAGERNA
LAMBRUSCHINI-COY, JESSICA, SIVICE PRESIDENT, CHIEF COMPLIANCE OFFICER, HR MANAGERNA
LAMBRUSCHINI-COY, JESSICA, SIVICE PRESIDENT, CHIEF COMPLIANCE OFFICER, HR MANAGERNA
LAMBRUSCHINI-COY, JESSICA, SICHIEF COMPLIANCE OFFICER, HR MANAGERNA
LAMBRUSCHINI-COY, JESSICA, SICHIEF COMPLIANCE OFFICER, HR MANAGERNA
LAMBRUSCHINI-COY, JESSICA, SIVICE PRESIDENT, CHIEF COMPLIANCE OFFICER, HR MANAGERNA
LAMBRUSCHINI-COY, JESSICA, SIVICE PRESIDENT, CHIEF COMPLIANCE OFFICER, HR MANAGERNA
LAMBRUSCHINI-COY, JESSICA, SIVICE PRESIDENT, CHIEF COMPLIANCE OFFICER, HR MANAGERNA
LAMBRUSCHINI-COY, JESSICA, SIVICE PRESIDENT, CHIEF COMPLIANCE OFFICER, HR MANAGERNA
LAMBRUSCHINI-COY, JESSICA, SIVICE PRESIDENT, CHIEF COMPLIANCE OFFICER, HR MANAGERNA
LAMBRUSCHINI-COY, JESSICA, SIVICE PRESIDENT, CHIEF COMPLIANCE OFFICER, HR MANAGERNA
LAMBRUSCHINI-COY, JESSICA, SIVICE PRESIDENT, CHIEF COMPLIANCE OFFICER, HR MANAGERNA
LAMBRUSCHINI-COY, JESSICA, SIVICE PRESIDENT, CHIEF COMPLIANCE OFFICER, HR MANAGERNA
LAMBRUSCHINI-COY, JESSICA, SIMANAGING DIRECTOR & SENIOR EXECUTIVE PARTNER, CHIEF COMPLIANCE OFFICER, HR MANAGERNA Control
LAMBRUSCHINI-COY, JESSICA, SIMANAGING DIRECTOR & SENIOR EXECUTIVE PARTNER, CHIEF COMPLIANCE OFFICER, HR MANAGERNA Control
LAMBRUSCHINI-COY, JESSICA, SIMANAGING DIRECTOR & SENIOR EXECUTIVE PARTNER, CHIEF COMPLIANCE OFFICER, HR MANAGERNA Control
LAMBRUSCHINI-COY, JESSICA, SIMANAGING DIRECTOR & SENIOR EXECUTIVE PARTNER, CHIEF COMPLIANCE OFFICER, HR MANAGERNA Control
LAMBRUSCHINI-COY, JESSICA, SIMANAGING DIRECTOR & SENIOR EXECUTIVE PARTNER, CHIEF COMPLIANCE OFFICER, HR MANAGERNA Control
LAMBRUSCHINI-COY, JESSICA, SIMANAGING DIRECTOR & SENIOR EXECUTIVE PARTNER, CHIEF COMPLIANCE OFFICER, HR MANAGERNA Control
LAMBRUSCHINI-COY, JESSICA, SIMANAGING DIRECTOR & SENIOR EXECUTIVE PARTNER, CHIEF COMPLIANCE OFFICER, HR MANAGERNA Control
LAMBRUSCHINI-COY, JESSICA, SIMANAGING DIRECTOR & SENIOR EXECUTIVE PARTNER, CHIEF COMPLIANCE OFFICER, HR MANAGERNA Control
LAMBRUSCHINI-COY, JESSICA, SIMANAGING DIRECTOR & SENIOR EXECUTIVE PARTNER, CHIEF COMPLIANCE OFFICER, HR MANAGERNA Control
LAMBRUSCHINI-COY, JESSICA, SIMANAGING DIRECTOR & SENIOR EXECUTIVE PARTNER, CHIEF COMPLIANCE OFFICER, HR MANAGERNA Control
LAMBRUSCHINI-COY, JESSICA, SIMANAGING DIRECTOR & SENIOR EXECUTIVE PARTNER, CHIEF COMPLIANCE OFFICER, HR MANAGERNA Control
STICE, ALEXIS, BRINCKICHIEF COMPLIANCE OFFICERNA
STICE, ALEXIS, BRINCKICHIEF COMPLIANCE OFFICERNA
STICE, ALEXIS, BRINCKICHIEF COMPLIANCE OFFICERNA
STICE, ALEXIS, BRINCKICHIEF COMPLIANCE OFFICERNA
STICE, ALEXIS, BRINCKICHIEF COMPLIANCE OFFICERNA
STICE, ALEXIS, BRINCKICHIEF COMPLIANCE OFFICERNA
STICE, ALEXIS, BRINCKICHIEF COMPLIANCE OFFICERNA
STICE, ALEXIS, BRINCKICHIEF COMPLIANCE OFFICERNA
STICE, ALEXIS, BRINCKICHIEF COMPLIANCE OFFICERNA
STICE, ALEXIS, BRINCKICHIEF COMPLIANCE OFFICERNA
STICE, ALEXIS, BRINCKICHIEF COMPLIANCE OFFICERNA
STICE, ALEXIS, BRINCKICHIEF COMPLIANCE OFFICERNA
STICE, ALEXIS, BRINCKICHIEF COMPLIANCE OFFICERNA
WILKINSON, DAVID, FRANCISICHIEF COMPLIANCE OFFICERNA Control
WILKINSON, DAVID, FRANCISICHIEF COMPLIANCE OFFICERNA Control
WILKINSON, DAVID, FRANCISICHIEF COMPLIANCE OFFICERNA Control
WRIGHT, ANGELA, MARIEICHIEF COMPLIANCE OFFICERNA
YOSHIKAMI, MICHAEL, ALLENIPRESIDENTE Control
YOSHIKAMI, MICHAEL, ALLENIPRESIDENTE Control
YOSHIKAMI, MICHAEL, ALLENIPRESIDENTE Control
YOSHIKAMI, MICHAEL, ALLENIPRESIDENTE Control
YOSHIKAMI, MICHAEL, ALLENIPRESIDENTE Control
YOSHIKAMI, MICHAEL, ALLENIPRESIDENTE Control
YOSHIKAMI, MICHAEL, ALLENIPRESIDENTE Control
YOSHIKAMI, MICHAEL, ALLENIPRESIDENTE Control
YOSHIKAMI, MICHAEL, ALLENIPRESIDENTE Control
YOSHIKAMI, MICHAEL, ALLENIPRESIDENTE Control
YOSHIKAMI, MICHAEL, ALLENIPRESIDENTE Control
YOSHIKAMI, MICHAEL, ALLENIPRESIDENTE Control
YOSHIKAMI, MICHAEL, ALLENIPRESIDENTE Control
YOSHIKAMI, MICHAEL, ALLENIPRESIDENTE Control
YOSHIKAMI, MICHAEL, ALLENIPRESIDENTE Control
YOSHIKAMI, MICHAEL, ALLENICEOE Control
YOSHIKAMI, MICHAEL, ALLENIPRESIDENTE Control
YOSHIKAMI, MICHAEL, ALLENICEOE Control
YOSHIKAMI, MICHAEL, ALLENICEOE Control
YOSHIKAMI, MICHAEL, ALLENIPRESIDENTE Control
YOSHIKAMI, MICHAEL, ALLENIPRESIDENTE Control
YOSHIKAMI, MICHAEL, ALLENIPRESIDENTE Control
YOSHIKAMI, MICHAEL, ALLENIPRESIDENTE Control
YOSHIKAMI, MICHAEL, ALLENICEOE Control
YOSHIKAMI, MICHAEL, ALLENICEOE Control
YOSHIKAMI, MICHAEL, ALLENICEOE Control
YOSHIKAMI, MICHAEL, ALLENICEOE Control
YOSHIKAMI, MICHAEL, ALLENICEOE Control
YOSHIKAMI, MICHAEL, ALLENICEO AND FOUNDER, CHAIRMAN PORTFOLIO STRATEGY COMMITTEEE Control
YOSHIKAMI, MICHAEL, ALLENICEO AND FOUNDER, CHAIRMAN PORTFOLIO STRATEGY COMMITTEEE Control
YOSHIKAMI, MICHAEL, ALLENICEO AND FOUNDER, CHAIRMAN PORTFOLIO STRATEGY COMMITTEEE Control
YOSHIKAMI, MICHAEL, ALLENICEO AND FOUNDER, CHAIRMAN PORTFOLIO STRATEGY COMMITTEEE Control
YOSHIKAMI, MICHAEL, ALLENICEO AND FOUNDER, CHAIRMAN PORTFOLIO STRATEGY COMMITTEEE Control
YOSHIKAMI, MICHAEL, ALLENICEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEEE Control
YOSHIKAMI, MICHAEL, ALLENICEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEEE Control
YOSHIKAMI, MICHAEL, ALLENICEO AND FOUNDER, CHAIRMAN PORTFOLIO STRATEGY COMMITTEEE Control
YOSHIKAMI, MICHAEL, ALLENICEO AND FOUNDER, CHAIRMAN PORTFOLIO STRATEGY COMMITTEEE Control
YOSHIKAMI, MICHAEL, ALLENICEO AND FOUNDER, CHAIRMAN PORTFOLIO STRATEGY COMMITTEEE Control
YOSHIKAMI, MICHAEL, ALLENICEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEEE Control
YOSHIKAMI, MICHAEL, ALLENICEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEEE Control
YOSHIKAMI, MICHAEL, ALLENICEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEEE Control
YOSHIKAMI, MICHAEL, ALLENICEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEEE Control
YOSHIKAMI, MICHAEL, ALLENICEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEEE Control
YOSHIKAMI, MICHAEL, ALLENICEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEEE Control
YOSHIKAMI, MICHAEL, ALLENICEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEEE Control
YOSHIKAMI, MICHAEL, ALLENICEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEEE Control
YOSHIKAMI, MICHAEL, ALLENICEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEEE Control
YOSHIKAMI, MICHAEL, ALLENICEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEEE Control
YOSHIKAMI, MICHAEL, ALLENICEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEEE Control
YOSHIKAMI, MICHAEL, ALLENICEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEEE Control
YOSHIKAMI, MICHAEL, ALLENICEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEEE Control
YOSHIKAMI, MICHAEL, ALLENICEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEEE Control
YOSHIKAMI, MICHAEL, ALLENICEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEEE Control
YOSHIKAMI, MICHAEL, ALLENICEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEEE Control
YOSHIKAMI, MICHAEL, ALLENICEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEEE Control
YOSHIKAMI, MICHAEL, ALLENICEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEEE Control
YOSHIKAMI, MICHAEL, ALLENICEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEEE Control
YOSHIKAMI, MICHAEL, ALLENICEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEEE Control
YOSHIKAMI, MICHAEL, ALLENICEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEEE Control
YOSHIKAMI, MICHAEL, ALLENICEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEEE Control
CHIN, GEORGE, KUNG WAIIPRESIDENT/CHIEF OPERATING OFFICERB Control
CHIN, GEORGE, KUNG WAIIPRESIDENT/CHIEF OPERATING OFFICERB Control
CHIN, GEORGE, KUNG WAIIPRESIDENT/CHIEF OPERATING OFFICERB Control
CHIN, GEORGE, KUNG WAIIPRESIDENT/CHIEF OPERATING OFFICERB Control
CHIN, GEORGE, KUNG WAIIPRESIDENT/CHIEF OPERATING OFFICERB Control
CHIN, GEORGE, KUNG WAIIPRESIDENT AND CHIEF OPERATING OFFICERB Control
CHIN, GEORGE, KUNG WAIIPRESIDENT AND CHIEF OPERATING OFFICERB Control
CHIN, GEORGE, KUNG WAIIPRESIDENT/CHIEF OPERATING OFFICERB Control
CHIN, GEORGE, KUNG WAIIPRESIDENT/CHIEF OPERATING OFFICERB Control
CHIN, GEORGE, KUNG WAIIPRESIDENT/CHIEF OPERATING OFFICERB Control
CHIN, GEORGE, KUNG WAIIPRESIDENT AND CHIEF OPERATING OFFICERB Control
CHIN, GEORGE, KUNG WAIIPRESIDENT AND CHIEF OPERATING OFFICERB Control
CHIN, GEORGE, KUNG WAIIPRESIDENT AND CHIEF OPERATING OFFICERB Control
CHIN, GEORGE, KUNG WAIIPRESIDENT AND CHIEF OPERATING OFFICERB Control
CHIN, GEORGE, KUNG WAIIPRESIDENT AND CHIEF OPERATING OFFICERB Control
CHIN, GEORGE, KUNG WAIIPRESIDENT AND CHIEF OPERATING OFFICERB Control
CHIN, GEORGE, KUNG WAIIPRESIDENT AND CHIEF OPERATING OFFICERB Control
CHIN, GEORGE, KUNG WAIIPRESIDENT AND CHIEF OPERATING OFFICERB Control
CHIN, GEORGE, KUNG WAIIEXECUTIVE VICE PRESIDENT & CHIEF COMPLIANCE OFFICERA Control
CHIN, GEORGE, KUNG WAIIEXECUTIVE VICE PRESIDENTA Control
CHIN, GEORGE, KUNG WAIIEXECUTIVE VICE PRESIDENTA Control
CHIN, GEORGE, KUNG WAIIEXECUTIVE VICE PRESIDENT & CHIEF COMPLIANCE OFFICERA Control
CHIN, GEORGE, KUNG WAIIEXECUTIVE VICE PRESIDENT & CHIEF COMPLIANCE OFFICERA Control
CHIN, GEORGE, KUNG WAIIEXECUTIVE VICE PRESIDENTA Control
CHIN, GEORGE, KUNG WAIIEXECUTIVE VICE PRESIDENTA Control
CHIN, GEORGE, KUNG WAIIEXECUTIVE VICE PRESIDENTA Control
CHIN, GEORGE, KUNG WAIIEXECUTIVE VICE PRESIDENTA Control
CHIN, GEORGE, KUNG WAIIEXECUTIVE VICE PRESIDENTA Control
CHIN, GEORGE, KUNG WAIIEXECUTIVE VICE PRESIDENTA Control
CHIN, GEORGE, KUNG WAIIEXECUTIVE VICE PRESIDENTA Control
CHIN, GEORGE, KUNG WAIIEXECUTIVE VICE PRESIDENTA Control
CHIN, GEORGE, KUNG WAIIEXECUTIVE VICE PRESIDENTA Control
CHIN, GEORGE, KUNG WAIIPRESIDENTA Control
CHIN, GEORGE, KUNG WAIIEXECUTIVE VICE PRESIDENTA Control
CHIN, GEORGE, KUNG WAIIPRESIDENTA Control
CHIN, GEORGE, KUNG WAIIPRESIDENTA Control
CHIN, GEORGE, KUNG WAIIEXECUTIVE VICE PRESIDENTA Control
CHIN, GEORGE, KUNG WAIIEXECUTIVE VICE PRESIDENTA Control
CHIN, GEORGE, KUNG WAIIEXECUTIVE VICE PRESIDENTA Control
CHIN, GEORGE, KUNG WAIIEXECUTIVE VICE PRESIDENTA Control
CHIN, GEORGE, KUNG WAIIPRESIDENTA Control
CHIN, GEORGE, KUNG WAIIPRESIDENTA Control
CHIN, GEORGE, KUNG WAIIPRESIDENTA Control
CHIN, GEORGE, KUNG WAIIPRESIDENTA Control
CHIN, GEORGE, KUNG WAIIPRESIDENT/CFO/CHIEF OPERATING OFFICERA Control

Registrations

Federal

IA
Aug 28, 2025 REGISTERED

Notice Filings (35)

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Address

1255 TREAT BOULEVARD
SUITE 900
WALNUT CREEK, CA 94597
United States
Phone: 925-935-2900