Data / Investment advisers / California / Destination Wealth Management
Destination Wealth Management, Walnut Creek, CA: $4.9 billion AUM, SEC registered investment adviser
Destination Wealth Management is an SEC registered investment adviser with its main office in Walnut Creek, California and reports $4.9 billion in regulatory assets under management in its Form ADV filed October 12, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 110365
- SEC file number
- 801-53077
- SEC status
- Approved, effective October 11, 1996
- Main office
- 1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597
- Phone
- (925) 935-2900
- Website
- destinationwm.com
- Regulatory AUM
- $4,948,271,866 in the Form ADV filed October 12, 2026
- Discretionary AUM
- $4,948,271,866
- Accounts
- 6,129
- Employees
- 68, of which 31 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1,335 | $4.27 billion |
| Individuals (other than high net worth individuals) | 937 | $570.7 million |
| Charitable organizations | 10 | $60 million |
| Corporations or other businesses | 9 | $27.3 million |
| Pension and profit sharing plans | 8 | $19.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $4.95 billion | March 31, 2026 |
| December 1, 2025 | $4.15 billion | August 28, 2025 |
Other advisers in Walnut Creek
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Concentric | Walnut Creek | $13.91 billion | Not listed | adviserinfo.sec.gov |
| Sierra Investment Partners, Inc. | Walnut Creek | $5.50 billion | Not listed | adviserinfo.sec.gov |
| Earned Wealth Advisors, LLC | Walnut Creek | $3.11 billion | Not listed | adviserinfo.sec.gov |
| Gemmer Asset Management LLC | Walnut Creek | $2.36 billion | Not listed | adviserinfo.sec.gov |
| Burton Enright Welch | Walnut Creek | $1.55 billion | Not listed | adviserinfo.sec.gov |
| Capital Advantage, Inc. | Walnut Creek | $1.28 billion | Not listed | adviserinfo.sec.gov |
| Insignia Capital Group, L.P. | Walnut Creek | $1.25 billion | 6 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Walnut Creek, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Destination Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.