DKM Wealth Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 101–250 clients last fiscal year.
DKM Wealth Management reports 180 clients. They include 103 high-net-worth individuals, 71 individual clients, and 5 pension and profit-sharing plans. Of its assets, 100.0% ($317M across 502 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 39% | 8% |
| High-net-worth individuals | 57% | 87% |
| Pension and profit-sharing plans | 3% | 4% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 71 | $25.2M | 7.9% | $354K |
| High-net-worth individuals | 103 | $277M | 87.4% | $2.69M |
| Pension and profit-sharing plans | 5 | $13.6M | 4.3% | $2.71M |
| Corporations and other businesses | Fewer than 5 | $1.24M | 0.4% | $1.24M |
| Total | 180 | $317M | 100% | — |
- Clients
- 71
- Regulatory AUM
- $25.2M
- AUM share
- 7.9%
- Avg. per client
- $354K
- Clients
- 103
- Regulatory AUM
- $277M
- AUM share
- 87.4%
- Avg. per client
- $2.69M
- Clients
- 5
- Regulatory AUM
- $13.6M
- AUM share
- 4.3%
- Avg. per client
- $2.71M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.24M
- AUM share
- 0.4%
- Avg. per client
- $1.24M
Total
- Clients
- 180
- Regulatory AUM
- $317M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
DKM Wealth Management charges 0.50%–1.00% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Consulting Services
- Financial consulting is an annual fixed fee of up to $15,000 depending on scope, billed quarterly in arrears and negotiable, and offset by portfolio management fees when both are engaged.
Daniel Miladinovich owns 75% or more of DKM Wealth Management. The leadership team of DKM Wealth Management includes Chief Compliance Officer Daniel Miladinovich. It has 3 employees.
Leadership
- Daniel MiladinovichCEO/Owner/Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Daniel Miladinovich
- Taylor Michael Welz
- Zachary Taylor Welz
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- 1 soliciting firm
- Owns 75% or more of DKM Wealth Management, Inc.
Daniel Miladinovich
Control person · since August 2021
DKM Wealth Management’s regulatory assets grew 1.7× from $186M (March 2023) to $317M (February 2026); clients rose from 166 to 180 and employees from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $317M | 180 | 3 | 1 |
| February 2025 | $274M | 175 | 3 | 1 |
| March 2024 | $216M | 172 | 2 | 1 |
| March 2023 | $186M | 166 | 2 | 1 |
Besides its headquarters, DKM Wealth Management has 0 offices, with 1 listed address in California.
California · 1 listed address
- 10100 Trinity Parkway, Suite 450, StocktonHQ
Contact and registration details
- Legal name
- DKM Wealth Management, Inc.
- Headquarters
- 10100 Trinity Parkway, Suite 450, Stockton, CA 95219
- Website
- dkmwealth.com
- Phone
- 209-800-5855
- SEC file
- 801-127619
- Structure
- California corporation
- Fiscal year end
- December
DKM Wealth Management uses Charles Schwab ($314M) as custodian for its separately managed accounts. DKM Wealth Management has custody of $92.3M in client assets for 62 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $314M100%
At year end, DKM Wealth Management’s separately managed accounts were mostly in funds (80%) and cash (12%). Its reported 13F holdings for the quarter ended 30 June 2026 total $153M across 74 positions; the largest are Thornburg Incm Builder Opp T (13.8%), T Rowe Price Exchange-traded (9.9%) and Source Capital (9.4%).
What the accounts hold
- Stocks7%
- Funds80%
- Registered funds79%
- Pooled vehicles1%
- Bonds1%
- Cash12%
Reported 13F holdings
- $153M
- Reported 13F value
- 74
- Positions
- 69.3%
- In the 10 largest
- +10.3%
- Value vs. prior quarter
- Thornburg Incm Builder Opp T13.8%
- T Rowe Price Exchange-traded · Cap Appreciation9.9%
- Source Capital · Com Shs OF Ben I9.4%
- Tidal Trust I · Fund Gran US ETF9.2%
- iShares TR · Core S&P500 ETF5.5%
- iShares TR · Core S&P Ttl Stk5.2%
- Tidal Trust Iii · Fund Gra Mid ETF4.3%
- Apple Inc.4.3%
- Invesco Qqq TR · Unit Ser 13.9%
- Cambria ETF TR · Shshld Yield ETF3.7%
Together, the ten largest are 69.3% of reported value.
How many clients does DKM Wealth Management have?
DKM Wealth Management has 180 clients and manages $317 million for them, as of February 2026. They include 103 high-net-worth individuals, 71 individual clients, and 5 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 February 2026
What services does DKM Wealth Management offer?
DKM Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does DKM Wealth Management charge?
DKM Wealth Management charges 0.50%–1.00% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable.
Source: DKM WEALTH MANAGEMENT, INC. ADV BROCHURE, filed 27 February 2026
Which custodians does DKM Wealth Management use?
DKM Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $314M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 February 2026
How many financial advisors does DKM Wealth Management have?
DKM Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does DKM Wealth Management invest in?
At the end of its last fiscal year, DKM Wealth Management’s separately managed accounts held 79% registered funds (mutual funds, ETFs, BDCs), 12% cash and equivalents, 7% exchange-traded equities, 1% U.S. government and agency bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns DKM Wealth Management?
DKM Wealth Management’s direct owner is Daniel Miladinovich (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 February 2026
How does DKM Wealth Management get paid?
DKM Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact DKM Wealth Management?
DKM Wealth Management’s main office is at 10100 Trinity Parkway, Suite 450, Stockton, CA 95219. Its phone number is 209-800-5855. Its website is dkmwealth.com.