Dkm Wealth Management, Inc.

DKM Wealth Management, Inc. is a registered investment adviser based in Stockton, CA, established in October 2021 and transitioned to SEC registration in April 2024. The firm offers discretionary portfolio management services tailored to individual circumstances and investment objectives, including an initial discovery consultation and ongoing review consultations. Clients grant discretionary authority over the selection and amount of securities to be bought or sold. DKM manages approximately $273,927,742 in client assets on a discretionary basis as of January 28, 2025. Fees for portfolio management services are based on a percentage of assets under management, with an annual maximum fee of 1.00% for assets up to $2,000,000 and 0.50% for amounts over $2,000,000. Financial consulting services are offered with an annual fixed fee of up to $15,000, depending on the scope of services. DKM does not participate in a wrap fee program. The firm does not have any reportable legal or disciplinary events. DKM does not vote proxies, and clients are responsible for voting securities. The firm does not have physical custody of client funds but may have limited custody for fee deduction purposes. DKM's privacy policy ensures the protection and confidentiality of customer information. For further details, contact DKM Wealth Management, Inc. at 209-800-5855.