Destination Wealth Management

Trust Score 96%
Trust Score info_outline

Last updated: August 21st, 2019. Data source: SEC filings.


Destination Wealth Management, federally registered in 1996, is a Registered Investment Advisor (RIA) in 22 state(s) with a licensed staff of 31 advisors. Destination Wealth Management manages $2.2 billion and provides investment advisory services for 1,693 clients (1:55 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $1,328,525
Hybrid Advisor No
Disciplinary History No
Total AUM $2.2 billion
Advisor / Client Ratio 1:55
Headquarters Walnut Creek, CA
SEC Filings Forms and Brochures    (CRD # 110365)
State(s) Registered AZ, CA, CO, FL, HI, ID, LA, MD, MA, MN, MO, NE, NV, NH, NY, NC, OH, OR, SD, TN, TX, WA

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