DKM Wealth Management, Inc.
DKM Wealth Management, Inc. is an SEC-registered investment adviser headquartered in Stockton, California. Founded in October 2021, the firm manages over $216 million in assets and employs approximately 2-3 professionals. DKM serves a range of clients including high-net-worth individuals, individuals, pension and profit sharing plans, and some corporate accounts. The firm is committed to providing fee-based, fiduciary financial advice, and does not take commissions on recommended products.
Investment Strategy
DKM Wealth Management, Inc. adopts a client-centric investment strategy focused on personalized portfolio management. Their approach emphasizes asset allocation using a mix of equity, ETF, and mutual fund positions, with a discretionary management style. The firm’s philosophy is to act as a fiduciary, prioritizing clients’ best interests through transparent fee structures and careful, ongoing portfolio review. Typical holdings include broad-market ETFs, actively managed mutual funds, and a mix of domestic and international equities, adjusted to match each client’s risk profile and objectives.
Top Holdings
Equity Positions (62)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TBLD | THORNBURG INCM BUILDER OPP T | 15.02% | $18.7M | 941,073 | $16.28 | $19.89 | -$22.4K |
T TCAF | T ROWE PRICE ETF INC | 11.51% | $14.3M | 380,398 | $33.24 | $37.70 | +$657.2K |
S SOR | SOURCE CAPITAL | 10.32% | $12.9M | 285,637 | $41.60 | $45.02 | +$655.2K |
G GRNY | TIDAL TRUST I | 7.40% | $9.2M | 368,908 | $20.65 | $24.99 | +$2.2M |
I ITOT | ISHARES TR | 5.77% | $7.2M | 49,341 | $128.36 | $145.65 | +$413.6K |