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| Keyboard |
| DST Wealth Management LLC
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|---|---|
| CRD # | 302110 |
| SEC # | 801-118242 |
| CIK # | |
| AUM | 532.1 M (2026-02-23) |
| Employees | 10 (50% Investors, 30% Brokers) |
| Phone | 760-340-1448 |
| Address | 45110 Club Drive Indian Wells, CA 92210 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 148 | 129.4 |
| (b) Individuals (high net worth individuals) | 49 | 402.7 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 703 | 532.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 703 | 532.1 |
| Total | 703 | 532.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 532.1 | |
| Total | 703 | 532.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Robertson Investment Management
✚
|
TX | 534.1 M |
|
Jacksonville Wealth Management LLC
✚
|
FL | 533.5 M |
|
Pension & Wealth Management Advisors Inc
✚
|
MA | 529.8 M |
|
Denver Wealth Management Inc
✚
|
CO | 529.8 M |
|
Gagnon Securities LLC
✚
|
NY | 529.7 M |
|
Sa Mason LLC
✚
|
MI | 528.7 M |
|
Peterson Wealth Services Inc
✚
|
UT | 528.5 M |
|
Noble Family Wealth LLC
✚
|
FL | 527.5 M |
|
Compass Financial Advisory Services LLC
✚
|
FL | 527.2 M |
|
Core Planning LLC
✚
|
MO | 525.0 M |