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DESTINATION WEALTH MANAGEMENT

WALNUT CREEK, CA · CRD 110365 · IAPD ↗ · destinationwm.com · 925-935-2900

$4.95BRegulatory AUM
31Advisory reps
68Employees
4Clients
251-500Planning clients
0Private funds
28States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
May 2026 — DESTINATION WEALTH MANAGEMENT now reports custody of client assets ($371.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
47
December 2025 — DESTINATION WEALTH MANAGEMENT notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
May 2025 — DESTINATION WEALTH MANAGEMENT notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — DESTINATION WEALTH MANAGEMENT notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — DESTINATION WEALTH MANAGEMENT reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2025 — DESTINATION WEALTH MANAGEMENT now reports custody of client assets.
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
47
November 2024 — DESTINATION WEALTH MANAGEMENT notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
May 2024 — DESTINATION WEALTH MANAGEMENT notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2024 — DESTINATION WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.