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DST WEALTH MANAGEMENT LLC
CRD 302110File 801-118242
APPROVED
Retail clients
Filing as of Feb 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$532.1M
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $532.1M
Clients
197
703 accounts
Employees
10
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 16, 2020
- Principal office
- 45110 CLUB DRIVE, SUITE B, INDIAN WELLS, CA, 92210
- Phone
- 760-340-1448
- Website
- HTTPS://DSTWM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $532.1M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $532.1M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 703
- Total accounts
- 703
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 49 | $402.7M |
| Individuals (other than high net worth individuals) | 148 | $129.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 12 | 10 | decreased by2 |
| Mar 1, 2026 | Clients | 191 | 197 | increased by6 |
| Mar 1, 2026 | AUM | $446,886,560 | $532,112,090 | increased by$85,225,530 |
| Mar 1, 2026 | Accounts | 1,095 | 703 | decreased by392 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 12 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 513 | 191 | decreased by322 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $314,526,410 | $446,886,560 | increased by$132,360,150 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 726 | 1,095 | increased by369 |
| Apr 1, 2022 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2022 | Clients | 395 | 513 | increased by118 |
| Apr 1, 2022 | AUM | $234,754,274 | $314,526,410 | increased by$79,772,136 |
| Apr 1, 2022 | Accounts | 607 | 726 | increased by119 |
| Jul 1, 2021 | Employees | 5 | 7 | increased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DST WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DST 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.