# DKM Wealth Management

DKM Wealth Management is a Bank / Wealth / Trust based in Stockton, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Stockton, United States
- **Region:** North America
- **Address:** Stockton, CA, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** dkmwealth.com

## Regulatory record

- **CRD number:** 316778
- **SEC file number:** 801-127619
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-27T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316778

## About

DKM Wealth Management was established in 2021 in California. It functions as a registered investment advisor focused on advisory services. The firm provides investment advisory, financial planning, and portfolio management. No specific asset classes, named holdings, or geographic deployments beyond its headquarters appear in available records. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months have been identified. The firm maintains a standard RIA structure with no documented co-investor clubs, succession vehicles, or hybrid mandates.

## Questions

### What services does DKM Wealth Management provide?

The firm offers investment advisory services, financial planning, and portfolio management to individuals, high-net-worth individuals, corporations, and businesses.

### Does DKM Wealth Management publish AUM figures?

No AUM number has been disclosed publicly.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/dkm-wealth-management

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