|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| DKM Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 316778 |
| SEC # | 801-127619 |
| CIK # | 0002055833 |
| AUM | $273.9 M (2025-02-21) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 209-800-5855 |
| Address | 10100 Trinity Parkway Stockton, CA 95219 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Source Capital Inc /DE/ | 12.2 | ||
| Apple Inc | 4.4 | ||
| Amazon Com Inc | 1.1 | ||
| Lockheed Martin Corp | 0.8 | ||
| Nvidia Corp | 0.7 | ||
| Microsoft Corp | 0.6 | ||
| Wells Fargo & Co/MN | 0.6 | ||
| Tesla Motors Inc | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 24.4 |
| (b) Individuals (high net worth individuals) | 92 | 235.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 12.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 465 | 273.9 |
| By Discretionary | ||
| Discretionary | 465 | 273.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 465 | 273.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 273.9 | |
| Total | 465 | 273.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002055833] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MKT and Associates LLC
✚
|
WA | 0.3 |
|
CDM Financial Counseling Services Inc
✚
|
CT | 0.3 |
|
Elios Financial Group Inc
✚
|
OH | 0.3 |
|
Prairiewood Capital LLC
✚
|
ND | 0.3 |
|
Christensen King & Associates Investment Services Inc
✚
|
WA | 0.3 |
|
Trace Wealth Advisors LLC
✚
|
0.3 | |
|
Victoria Capital Management Inc
✚
|
SC | 0.3 |
|
Robertson Investment Management
✚
|
TX | 0.3 |
|
First Financial Group Corporation
✚
|
NC | 0.3 |
|
Apricus Wealth LLC
✚
|
SC | 0.3 |