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DST WEALTH MANAGEMENT LLC

INDIAN WELLS, CA · CRD 302110 · IAPD ↗ · 760-340-1448

$532.1MRegulatory AUM
5Advisory reps
10Employees
0Clients
n/aPlanning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — DST WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($446.9M -> $532.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
November 2024 — DST WEALTH MANAGEMENT LLC notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
September 2024 — DST WEALTH MANAGEMENT LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

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