DST WEALTH MANAGEMENT LLC
CRD #302110 SEC #801-118242 INDIAN WELLS, CA 760-340-1448
SEC Registered
Total AUM
$446.9M
Discretionary
$36M
Employees
12
Clients
--
Accounts
1,095
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $446.9M | $36M | $410.9M | 12 | 0 |
| Dec 2024 | $405.2M | $3.1M | $402.1M | 7 | 0 |
| Oct 2024 | $405.2M | $3.1M | $402.1M | 7 | 0 |
| Aug 2024 | $405.2M | $3.1M | $402.1M | 7 | 0 |
| Apr 2024 | $405.2M | $3.1M | $402.1M | 7 | 0 |
| Mar 2024 | $405.2M | $3.1M | $402.1M | 7 | 0 |
| Jul 2023 | $427.7M | $106.1M | $321.6M | 8 | 0 |
| Apr 2023 | $427.7M | $106.1M | $321.6M | 8 | 0 |
| Mar 2023 | $427.7M | $106.1M | $321.6M | 8 | 0 |
| Dec 2022 | $314.5M | $110.5M | $204M | 7 | 0 |
| Nov 2022 | $314.5M | $110.5M | $204M | 7 | 0 |
| Nov 2022 | $314.5M | $110.5M | $204M | 7 | 0 |
| Sep 2022 | $314.5M | $110.5M | $204M | 8 | 0 |
| Aug 2022 | $314.5M | $110.5M | $204M | 8 | 0 |
| Apr 2022 | $314.5M | $110.5M | $204M | 8 | 0 |
| Mar 2022 | $314.5M | $110.5M | $204M | 8 | 0 |
| Jun 2021 | $234.8M | $11.2M | $223.6M | 7 | 0 |
| Jun 2021 | $234.8M | $11.2M | $223.6M | 7 | 0 |
| Mar 2021 | $234.8M | $11.2M | $223.6M | 5 | 0 |
| Dec 2020 | $106.2M | $0 | $106.2M | 7 | 0 |
| Dec 2020 | $106.2M | $0 | $106.2M | 7 | 0 |
| Jun 2020 | $106.2M | $0 | $106.2M | 7 | 0 |
| May 2020 | $106.2M | $0 | $106.2M | 7 | 0 |
| Apr 2020 | $106.2M | $0 | $106.2M | 7 | 0 |
| Mar 2020 | $106.2M | $0 | $106.2M | 7 | 0 |
| Feb 2020 | $106.2M | $0 | $106.2M | 7 | 0 |
DateMar 2025
Total AUM$446.9M
Discretionary$36M
Non-Disc.$410.9M
Employees12
Clients0
DateDec 2024
Total AUM$405.2M
Discretionary$3.1M
Non-Disc.$402.1M
Employees7
Clients0
DateOct 2024
Total AUM$405.2M
Discretionary$3.1M
Non-Disc.$402.1M
Employees7
Clients0
DateAug 2024
Total AUM$405.2M
Discretionary$3.1M
Non-Disc.$402.1M
Employees7
Clients0
DateApr 2024
Total AUM$405.2M
Discretionary$3.1M
Non-Disc.$402.1M
Employees7
Clients0
DateMar 2024
Total AUM$405.2M
Discretionary$3.1M
Non-Disc.$402.1M
Employees7
Clients0
DateJul 2023
Total AUM$427.7M
Discretionary$106.1M
Non-Disc.$321.6M
Employees8
Clients0
DateApr 2023
Total AUM$427.7M
Discretionary$106.1M
Non-Disc.$321.6M
Employees8
Clients0
DateMar 2023
Total AUM$427.7M
Discretionary$106.1M
Non-Disc.$321.6M
Employees8
Clients0
DateDec 2022
Total AUM$314.5M
Discretionary$110.5M
Non-Disc.$204M
Employees7
Clients0
DateNov 2022
Total AUM$314.5M
Discretionary$110.5M
Non-Disc.$204M
Employees7
Clients0
DateNov 2022
Total AUM$314.5M
Discretionary$110.5M
Non-Disc.$204M
Employees7
Clients0
DateSep 2022
Total AUM$314.5M
Discretionary$110.5M
Non-Disc.$204M
Employees8
Clients0
DateAug 2022
Total AUM$314.5M
Discretionary$110.5M
Non-Disc.$204M
Employees8
Clients0
DateApr 2022
Total AUM$314.5M
Discretionary$110.5M
Non-Disc.$204M
Employees8
Clients0
DateMar 2022
Total AUM$314.5M
Discretionary$110.5M
Non-Disc.$204M
Employees8
Clients0
DateJun 2021
Total AUM$234.8M
Discretionary$11.2M
Non-Disc.$223.6M
Employees7
Clients0
DateJun 2021
Total AUM$234.8M
Discretionary$11.2M
Non-Disc.$223.6M
Employees7
Clients0
DateMar 2021
Total AUM$234.8M
Discretionary$11.2M
Non-Disc.$223.6M
Employees5
Clients0
DateDec 2020
Total AUM$106.2M
Discretionary$0
Non-Disc.$106.2M
Employees7
Clients0
DateDec 2020
Total AUM$106.2M
Discretionary$0
Non-Disc.$106.2M
Employees7
Clients0
DateJun 2020
Total AUM$106.2M
Discretionary$0
Non-Disc.$106.2M
Employees7
Clients0
DateMay 2020
Total AUM$106.2M
Discretionary$0
Non-Disc.$106.2M
Employees7
Clients0
DateApr 2020
Total AUM$106.2M
Discretionary$0
Non-Disc.$106.2M
Employees7
Clients0
DateMar 2020
Total AUM$106.2M
Discretionary$0
Non-Disc.$106.2M
Employees7
Clients0
DateFeb 2020
Total AUM$106.2M
Discretionary$0
Non-Disc.$106.2M
Employees7
Clients0