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| Destination Wealth Management
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|---|---|
| CRD # | 110365 |
| SEC # | 801-53077 |
| CIK # | 0001278573 |
| AUM | 4,948.3 M (2026-04-02) |
| Employees | 68 (46% Investors, 0% Brokers) |
| Phone | 925-935-2900 |
| Address | 1255 Treat Boulevard Walnut Creek, CA 94597 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.2 | ||
| Alphabet Inc | 0.1 | ||
| Costco Wholesale Corp /NEW | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Johnson & Johnson | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Visa Inc | 0.1 | ||
| Mastercard Inc | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 937 | 0.6 |
| (b) Individuals (high net worth individuals) | 1,335 | 4.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 0.0 |
| (h) Charitable organizations | 10 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,129 | 4.9 |
| By Discretionary | ||
| Discretionary | 6,129 | 4.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,129 | 4.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.9 | |
| Total | 6,129 | 4.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001278573] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.4B |
| Clients | 4 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wellspring Financial Advisors LLC
✚
|
OH | 5,055.0 M |
|
Daymark Wealth Partners LLC
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|
OH | 5,042.0 M |
|
Coastal Bridge Advisors LLC
✚
|
CT | 5,020.9 M |
|
Kennedy Capital Management LLC
✚
|
MO | 5,019.2 M |
|
Advance Capital Management Inc
✚
|
MI | 4,980.8 M |
|
Slavic Mutual Funds Management Corp
✚
|
FL | 4,974.5 M |
|
Texas Yale Capital Corp
✚
|
FL | 4,924.9 M |
|
Private Management Group Inc
✚
|
CA | 4,903.7 M |
|
Madison Asset Management LLC
✚
|
WI | 4,862.5 M |
|
Heritage Wealth Advisors LLC
✚
|
VA | 4,858.5 M |