DKM Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$301,961,621
Clients
174
Advisors
3
of 3 employees
About
DKM Wealth Management serves individual and high-net-worth clients as well as pension and corporate plans, offering discretionary portfolio management, financial consulting, and complementary ongoing financial planning. The firm also provides aggregation and managed advice for held-away employer plan assets (e.g., 401(k)s and 403(b)s) using an account-aggregation service called Pontera.
DKM builds tailored portfolios using fundamental analysis and a mix of long- and short-term strategies, monitors accounts on an ongoing basis, and performs periodic rebalancing and cash management based on yield and money-market quality. Clients are generally required to custody assets at Charles Schwab & Co., and the firm may combine related household accounts for fee breakpoints and administrative purposes.
Compared with many peers, DKM is a relatively new SEC-registered adviser (initially registered in 2021; transitioned to SEC registration in April 2024) that manages roughly $317.8 million with three advisors. The brochure discloses several practice-specific features that may be uncommon among similar firms: the CEO is a CPA and a licensed (but currently inactive) insurance agent, the firm does not vote client proxies (clients receive proxy materials directly), it uses Schwab institutional services and benefits, and it maintains an active referral/Promoter compensation arrangement.
Client services
Expertise
Fee options
Financial consulting services annual fixed fee up to $15,000, typically billed quarterly in arrears; negotiable depending on scope and client circumstances.
$0 - $2,000,000: 1.00% annually $2,000,000+: 0.50% annually
Main office
10100 Trinity Parkway, Suite 450
Stockton CA 95219
Advisors at this office
3
Most active in
California · Nebraska · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Daniel M
CFP®, Series 63
Stockton, CA
DKM Wealth Management, Inc.
Daniel Miladinovich is a CFP® with 10 years of experience in the financial industry. He is currently an advisor at DKM Wealth Management, Inc., where he has worked since 2021. Prior to this, he held roles at Litman Gregory Asset Management, LLC and Northwestern Mutual in various capacities from 2014 to 2021. DKM Wealth Management provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and small businesses. The firm uses a discovery process to tailor portfolios based on client objectives and risk tolerance, employing fundamental analysis and a mix of investment strategies with ongoing monitoring and rebalancing.
Zachary W
CFP®, Series 66
Stockton, CA
DKM Wealth Management, Inc.
Zachary Welz is a CFP® and holds a Series 66 license with three years of industry experience. He is currently an advisor at DKM Wealth Management, Inc. and previously worked at Fidelity Investments. Outside of finance, he has been involved with sports organizations including Fan Controlled Football and several minor league baseball teams. DKM Wealth Management provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and small businesses. The firm uses a discovery process to tailor portfolios based on client objectives and risk tolerance, employing fundamental analysis and a blend of long- and short-term strategies with ongoing monitoring and rebalancing.
Taylor W
CFP®, PFS™
Stockton, CA
DKM Wealth Management, Inc.
Taylor Welz is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 28 years of industry experience. He is currently with DKM Wealth Management, Inc., where he has worked since 2022. His prior experience includes roles at LG Asset Management, Litman Gregory Asset Management, and running Welz Financial Services, Inc. for over a decade. DKM Wealth Management provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and small businesses. The firm uses a discovery process to tailor portfolios based on clients’ investment objectives, risk tolerance, tax considerations, and liquidity needs, employing fundamental analysis and a mix of long- and short-term strategies with ongoing monitoring and rebalancing.
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