Taylor
Welz
Dkm Wealth Management, Inc
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About this Advisor
Taylor Welz is a financial advisor based in Stockton, California, working with Dkm Wealth Management, Inc. Taylor has previously held positions at Welz Financial Services, Inc, Litman Gregory Asset Management, LLC, Lg Asset Management, and Dkm Wealth Management, Inc. Taylor is registered to provide services in California and Texas. Currently, Taylor is part of Dkm Wealth Management, Inc, which operates out of Stockton, California. The firm has 2 employees and manages assets totaling $216.3 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Dkm Wealth Management, Inc includes asset-based and fixed fees.
Certifications and Registrations
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Office Location
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Dkm Wealth Management, Inc Brokerage Details
$216,340,802
2
447
$483,984
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Taylor Welz Work History
Dkm Wealth Management, Inc
Litman Gregory Asset Management, LLC
Lg Asset Management
Welz Financial Services, Inc
Disclosures
Please visit the SEC profile of Taylor Welz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dkm Wealth Management, Inc
Stockton, CA
Stockton, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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