DKM WEALTH MANAGEMENT, INC.
CRD #316778 SEC #801-127619 STOCKTON, CA 209-800-5855
SEC Registered
Total AUM
$273.9M
Discretionary
$273.9M
Employees
3
Clients
101
Accounts
465
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $273.9M | $273.9M | $0 | 3 | 0 |
| Nov 2024 | $216.3M | $216.3M | $0 | 2 | 0 |
| Mar 2024 | $216.3M | $216.3M | $0 | 2 | 0 |
| Mar 2023 | $186.5M | $186.5M | $0 | 2 | 0 |
| Mar 2022 | $54.9M | $54.9M | $0 | 2 | 0 |
| Mar 2022 | $54.9M | $54.9M | $0 | 2 | 0 |
| Feb 2022 | $54.9M | $54.9M | $0 | 1 | 0 |
| Feb 2022 | $54.9M | $54.9M | $0 | 1 | 0 |
| Feb 2022 | $54.9M | $54.9M | $0 | 1 | 0 |
| Oct 2021 | $0 | $0 | $0 | 1 | 0 |
| Sep 2021 | $0 | $0 | $0 | 1 | 0 |
DateFeb 2025
Total AUM$273.9M
Discretionary$273.9M
Non-Disc.$0
Employees3
Clients0
DateNov 2024
Total AUM$216.3M
Discretionary$216.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$216.3M
Discretionary$216.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$186.5M
Discretionary$186.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$54.9M
Discretionary$54.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$54.9M
Discretionary$54.9M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$54.9M
Discretionary$54.9M
Non-Disc.$0
Employees1
Clients0
DateFeb 2022
Total AUM$54.9M
Discretionary$54.9M
Non-Disc.$0
Employees1
Clients0
DateFeb 2022
Total AUM$54.9M
Discretionary$54.9M
Non-Disc.$0
Employees1
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0