Dst Wealth Management LLC
Dst Wealth Management LLC is an SEC-registered wealth manager in Indian Wells, CA with $532.1M assets under management (AUM, regulatory AUM), +31% over one year. See who owns Dst Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 302110, SEC 801-118242, data through 2026-02-23.
- AUM (assets under management / regulatory AUM)
- $532.1M (2026-02-23)
- Firm type
- Wealth Manager
- Location
- Indian Wells, CA
- Employees
- 10
- Clients
- 197
- CRD
- 302110
- Ownership
- WOOLERY, EDWARD, RICHARD
How much AUM does Dst Wealth Management LLC have?
Dst Wealth Management LLC reported $532.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-23).
Who owns Dst Wealth Management LLC?
Disclosed owners and executives of Dst Wealth Management LLC include WOOLERY, EDWARD, RICHARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.