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DKM WEALTH MANAGEMENT, INC.

STOCKTON, CA · CRD 316778 · IAPD ↗ · dkmwealth.com · 209-800-5855

$316.8MRegulatory AUM
3Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2025 — DKM WEALTH MANAGEMENT, INC. reported RAUM up 27% ($216.3M -> $273.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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