Destination Wealth Management

1255 Treat Boulevard

Suite 900

Walnut Creek, CA 94597

925-935-2900

https://www.destinationwm.com

Asset Breakdown

Total AUM Total Accounts Avg. Account AUM
Discretionary $1,489,920,024 3,640 $409,319
Non-discretionary $0 0 $0
Total $1,489,920,024 3,640 $409,319

Staff

Employees 30

Clients

High-net-worth individuals 26-50%
Financial planning clients 101-250

Clients

High-net-worth client assets More than 75%

Compensation

Percentage of assets under management Yes
Hourly charges Yes
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No