Dlk Investment Management
Dlk Investment Management is an SEC-registered wealth manager in Solana Beach, CA with $524.0M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Dlk Investment Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 149096, SEC 801-69825, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $524.0M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Solana Beach, CA
- Employees
- 5
- Clients
- 467
- CRD
- 149096
- Ownership
- DEMPSTER, DONALD, OGDEN; KING, CHARLES, GEORGE; KAY, THEODORE, JOHNAH; KAY, THEODORE, JONAH; JOHNSON, PETER, JAMES
How much AUM does Dlk Investment Management have?
Dlk Investment Management reported $524.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Dlk Investment Management?
Disclosed owners and executives of Dlk Investment Management include DEMPSTER, DONALD, OGDEN, KING, CHARLES, GEORGE, KAY, THEODORE, JOHNAH, KAY, THEODORE, JONAH, JOHNSON, PETER, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.