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DESTINATION WEALTH MANAGEMENT
CRD 110365File 801-53077
APPROVED
Retail clients
Custody
Filing as of Jul 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.95B
Top 25% of cohort (national)
Discretionary AUM
$4.95B
Clients
2,299
6,129 accounts
Employees
68
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Employees | 56 | 68 | increased by12 |
| Apr 1, 2026 | Custody | Yes | No | |
| Apr 1, 2026 | Clients | 2,190 | 2,299 | increased by109 |
| Apr 1, 2026 | AUM | $4,145,050,618 | $4,948,271,866 | increased by$803,221,248 |
| Apr 1, 2026 | Accounts | 5,732 | 6,129 | increased by397 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 50 | 56 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,047 | 2,190 | increased by143 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,809,515,164 | $4,145,050,618 | increased by$335,535,454 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5,275 | 5,732 | increased by457 |
| Apr 1, 2022 | Employees | 52 | 50 | decreased by2 |
| Apr 1, 2022 | Clients | 1,907 | 2,047 | increased by140 |
| Apr 1, 2022 | AUM | $3,226,536,075 | $3,809,515,164 | increased by$582,979,089 |
| Apr 1, 2022 | Accounts | 4,936 | 5,275 | increased by339 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DESTINATION WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DESTINATION WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.