DESTINATION WEALTH MANAGEMENT

CRD 110365File 801-53077

APPROVED

Retail clients

Custody

Filing as of Jul 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$4.95B

Top 25% of cohort (national)

Discretionary AUM

$4.95B

Clients

2,299

6,129 accounts

Employees

Top 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Oct 11, 1996
Principal office: 1255 TREAT BOULEVARD, SUITE 900, WALNUT CREEK, CA, 94597
Phone: 925-935-2900
Website: https://www.destinationwm.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $4.95B
Discretionary AUM: $4.95B
Non-discretionary AUM: $0
Discretionary accounts: 6,129
Non-discretionary accounts: 0
Total accounts: 6,129
AUM per client: $2.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	9	$27.3M
Charitable organizations	10	$60.0M
High net worth individuals	1,335	$4.27B
Pension and profit sharing plans	8	$19.7M
Individuals (other than high net worth individuals)	937	$570.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.