DST Wealth Management provides portfolio management for individuals and small businesses and insurance.
DST Wealth Management reports 197 clients. They include 148 individual clients and 49 high-net-worth individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $532M across 703 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 75% | 24% |
| High-net-worth individuals | 25% | 76% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 148 | $129M | 24.3% | $874K |
| High-net-worth individuals | 49 | $403M | 75.7% | $8.22M |
| Total | 197 | $532M | 100% | $2.7M |
- Clients
- 148
- Regulatory AUM
- $129M
- AUM share
- 24.3%
- Avg. per client
- $874K
- Clients
- 49
- Regulatory AUM
- $403M
- AUM share
- 75.7%
- Avg. per client
- $8.22M
Total
- Clients
- 197
- Regulatory AUM
- $532M
- AUM share
- 100%
- Avg. per client
- $2.7M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
DST Wealth Management charges up to 2.00% for its Adviser Managed Account. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable.
Fee details and sources
Edward Woolery owns 75% or more of DST Wealth Management. The leadership team of DST Wealth Management includes President Edward Woolery. It has 10 employees, 5 of them in advisory roles.
Leadership
- Edward WooleryPresident / Chief Compliance Officer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 10 employees
- 5 in advisory functions
- 5 state-registered reps
- 3 broker-dealer reps
- 4 insurance agents
- 4 soliciting firms
- Owns 75% or more of DST Wealth Management LLC
Edward Woolery
Control person · since April 2019
DST Wealth Management’s regulatory assets grew 2.3× from $235M (June 2021) to $532M (February 2026); clients fell from 395 to 197 and employees rose from 7 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $532M | 197 | 10 | 1 |
| March 2025 | $447M | 191 | 12 | 1 |
| April 2024 | $405M | 171 | 7 | 2 |
| July 2023 | $428M | 514 | 8 | 2 |
| April 2022 | $315M | 513 | 8 | 1 |
| June 2021 | $235M | 395 | 7 | 1 |
Besides its headquarters, DST Wealth Management has 0 offices, with 1 listed address in California.
California · 1 listed address
- 45110 Club Drive, Suite B, Indian WellsHQ
Contact and registration details
- Legal name
- DST Wealth Management LLC
- Headquarters
- 45110 Club Drive, Suite B, Indian Wells, CA 92210
- Website
- dstwm.com
- Phone
- 760-340-1448
- SEC file
- 801-118242
- Founded
- 2019
- Structure
- California LLC
- Fiscal year end
- December
DST Wealth Management uses Charles Schwab ($530M) as custodian for its separately managed accounts. DST Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $530M100%
At year end, DST Wealth Management’s separately managed accounts were mostly in funds (53%) and stocks (23%).
What the accounts hold
- Stocks23%
- Exchange-traded equities22%
- Non-exchange-traded equities1%
- Funds53%
- Bonds12%
- U.S. government and agency bonds8%
- State and local bonds4%
- Cash3%
- Other9%
- Derivatives6%
- Alternative investments outside those categories listed above.3%
How many clients does DST Wealth Management have?
DST Wealth Management has 197 clients and manages $532 million for them, as of February 2026. They include 148 individual clients and 49 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 February 2026
What services does DST Wealth Management offer?
DST Wealth Management provides portfolio management for individuals and small businesses and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does DST Wealth Management charge?
DST Wealth Management charges up to 2.00% for its Adviser Managed Account. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable.
Which custodians does DST Wealth Management use?
DST Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $530M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 February 2026
How many financial advisors does DST Wealth Management have?
DST Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 10 employees, and 5 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does DST Wealth Management invest in?
At the end of its last fiscal year, DST Wealth Management’s separately managed accounts held 53% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 8% U.S. government and agency bonds, 6% derivatives, 4% state and local bonds, 3% cash and equivalents, 3% other and 1% non-exchange-traded equities. The 3% other category is described as: Alternative Investments Outside Those Categories Listed Above.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns DST Wealth Management?
DST Wealth Management’s direct owner is Edward Woolery (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 February 2026
How does DST Wealth Management get paid?
DST 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
Is DST Wealth Management registered with the SEC?
Yes, DST Wealth Management has been registered with the SEC as an investment adviser since 16 March 2020. Its CRD number is 302110 and its SEC file number is 801-118242.
Source: Form ADV Part 1A, Item 1, filed 23 February 2026; IAPD firm record
How do I contact DST Wealth Management?
DST Wealth Management’s main office is at 45110 Club Drive, Suite B, Indian Wells, CA 92210. Its phone number is 760-340-1448. Its website is dstwm.com.