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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WOOLERY, EDWARD, RICHARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| WOOLERY, EDWARD, RICHARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| WOOLERY, EDWARD, RICHARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| WOOLERY, EDWARD, RICHARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| WOOLERY, EDWARD, RICHARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| WOOLERY, EDWARD, RICHARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| WOOLERY, EDWARD, RICHARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| WOOLERY, EDWARD, RICHARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| WOOLERY, EDWARD, RICHARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| WOOLERY, EDWARD, RICHARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| WOOLERY, EDWARD, RICHARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| WOOLERY, EDWARD, RICHARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| WOOLERY, EDWARD, RICHARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| WOOLERY, EDWARD, RICHARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| WOOLERY, EDWARD, RICHARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| WOOLERY, EDWARD, RICHARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| WOOLERY, EDWARD, RICHARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| WOOLERY, EDWARD, RICHARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| WOOLERY, EDWARD, RICHARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| WOOLERY, EDWARD, RICHARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| WOOLERY, EDWARD, RICHARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| WOOLERY, EDWARD, RICHARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| WOOLERY, EDWARD, RICHARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| WOOLERY, EDWARD, RICHARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| WOOLERY, EDWARD, RICHARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| WOOLERY, EDWARD, RICHARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| WOOLERY, EDWARD, RICHARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| WOOLERY, EDWARD, RICHARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (26)
AZ CA DE FL GA HI IA ID IL MA MD ME MN MO NJ NM NV NY OK OR SC SD TX VA WA WI
Address
45110 CLUB DRIVESUITE B
INDIAN WELLS, CA 92210
United States
Phone: 760-340-1448