Dst Wealth Management LLC

DST Wealth Management, LLC is a registered investment adviser founded in 2019 and based in Indian Wells, CA. The firm offers advisory services primarily to individuals, high net worth individuals, trusts, estates, and retirement accounts. They provide both discretionary and non-discretionary investment management services, with a focus on identifying clients' investment goals, risk tolerance, and financial circumstances to create customized portfolios. Investment strategies include purchasing various securities such as mutual funds, equities, options, fixed income instruments, and more. Clients have the opportunity to place reasonable restrictions on their investments. The firm also offers private investment options like Kelly Mine Investment and B & N Mining Properties, recommended by an IAR of the firm, with strict criteria for client eligibility. DST Wealth Management operates on a fee-only basis, with fees individually negotiated and not exceeding 2%. The firm recommends Charles Schwab & Co. Inc. as a custodian and broker-dealer, considering factors like financial strength and execution capabilities. Clients receive quarterly reports and annual reviews, with the option to impose reasonable restrictions on the firm's discretionary authority. The firm has a Code of Ethics in place to ensure compliance with laws and regulations, and they do not engage in bunched trading. Additionally, they disclose potential conflicts of interest related to referral fees, personal trading, and affiliations with other financial industry activities.