LP Profile

DKM Wealth Management

Also known as dkm wealth

Wealth ManagerStockton, United StatesFounded 2021
$55M
Assets Under Management
Stockton
Headquarters
Investment Focus

About DKM Wealth Management

DKM is an independent Registered Investment Advisory (RIA) firm that specializes in wealth management and financial planning.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to DKM Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$316.8M
Total Clients
502
Filing Date
February 27, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to DKM Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is DKM Wealth Management?

DKM Wealth Management is a wealth manager based in Stockton, United States, managing approximately $55M in assets.

Where is DKM Wealth Management headquartered?

DKM Wealth Management is headquartered in Stockton, United States.

How much does DKM Wealth Management manage?

DKM Wealth Management manages approximately $55M in assets under management.

When was DKM Wealth Management founded?

DKM Wealth Management was founded in 2021.

How can I contact DKM Wealth Management?

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