A complete list of active advisors currently associated with DKM Wealth Management, Inc.

Warmer can help you find a great advisor at DKM Wealth Management, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at DKM Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.