Dst Wealth Management LLC
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Overview
Dst Wealth Management LLC operates as a financial advisory firm headquartered in Indian Wells, California. It administers $427.7 million in assets across 784 client accounts, making it one of the larger firms in the United States by assets under management (AUM). Dst Wealth Management LLC has a small group, including 6 financial advisors. Dst Wealth Management LLC is not a registered broker-dealer, meaning it cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are exchangable fiscal investments such as equities, options and bonds.
Dst Wealth Management LLC oversees some of its accounts in a discretionary manner. Discretionary management means that a portfolio manager makes buy and sell choices for the client's account without needing to seek the client's consent. The firm also manages 677 non-discretionary accounts with a total of $321.6 million in AUM. The investment advisory firm's average account size is $545,487. An average financial advisor at Dst Wealth Management LLC administers around 131 client accounts.
The firm's main office is at 45110 Club Drive, Indian Wells, California 92210. The firm is legally permitted to provide services to clients across 8 states, including Arizona, California, Florida, Minnesota, Nevada, New York, Oregon and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Dst Wealth Management LLC by the Numbers
$427.7 million
8
784
$545.5 thousand
Fee Structure
Fees for financial management usually vary depending on which services the firm provides the client. However, fee types charged by the company most likely consist of some blend of the following fee structures: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with retail investors and high net worth investors. Out of its 784 clients, Dst Wealth Management LLC's largest client type by number of accounts is retail investors, though it also serves 74 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 14.4%
- Other Individuals - 85.6%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Dst Wealth Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Dst Wealth Management LLC
Scottsdale, AZ
Indian Wells, CA
Halfmoon, NY
Indian Wells, CA
Indian Wells, CA
Indian Wells, CA
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