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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 21, 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 |
|---|---|---|---|---|
| MILADINOVICH, DANIEL | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| MILADINOVICH, DANIEL | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| MILADINOVICH, DANIEL | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| MILADINOVICH, DANIEL | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| MILADINOVICH, DANIEL | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| MILADINOVICH, DANIEL | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| MILADINOVICH, DANIEL | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| MILADINOVICH, DANIEL | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| MILADINOVICH, DANIEL | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| MILADINOVICH, DANIEL | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| MILADINOVICH, DANIEL | I | CEO/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 21, 2025 REGISTERED
Notice Filings (3)
CA NE TX
Address
10100 TRINITY PARKWAYSUITE 450
STOCKTON, CA 95219
United States
Phone: 209-800-5855