# DST Wealth Management LLC

> DST Wealth Management LLC is an SEC-registered investment advisory firm in Indian Wells, CA, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 302110
- Filed as: DST WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Indian Wells, CA
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/302110
- AdvisorCensus page: https://advisorcensus.com/firm/dst-wealth-management-llc-indian-wells-ca-302110

## Quick answers

**How is DST Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), DST Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is DST Wealth Management LLC located?**
DST Wealth Management LLC's principal office is in Indian Wells, CA, according to its Form ADV.

**Is DST Wealth Management LLC registered with the SEC or a state?**
DST Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 302110.

**How much does DST Wealth Management LLC manage?**
DST Wealth Management LLC reports $532,112,090 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (0% discretionary).

**How have DST Wealth Management LLC's assets and staff changed since 2021?**
In the Form ADV data for DST Wealth Management LLC: Regulatory assets under management: $234,754,274 in the October 2021 data and $532,112,090 in the October 2026 data, up 127%. Total employees: 7 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does DST Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (148); high net worth individuals (49).

**Which custodians does DST Wealth Management LLC use?**
DST Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does DST Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/302110

**What changed in DST Wealth Management LLC's recent Form ADV filings?**
In the March 2026 filing data: No longer lists the business name William Christian Gabrielsen, Producer's Prospects. No longer lists the business name John Balmer DST Wealth Management LLC, Investment Advisor. Employees performing advisory functions went from 6 to 5. Regulatory assets under management went from $446,886,560 to $532,112,090 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $532,112,090
- Discretionary: $0
- Non-discretionary: $532,112,090

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 148 | $129,383,333 |
| High net worth individuals | 49 | $402,728,757 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 10 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, ME, MN, NV, NY, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dstwm.com
- LinkedIn @ed-woolery-5b5a2333
- LinkedIn @jbalmer
- LinkedIn @robertbinkele

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $234,754,274 | 7 | June 9, 2021 |
| October 2022 | $314,526,410 | 8 | September 26, 2022 |
| October 2023 | $427,661,631 | 8 | July 25, 2023 |
| October 2024 | $405,195,546 | 7 | August 12, 2024 |
| October 2025 | $446,886,560 | 12 | March 26, 2025 |
| October 2026 | $532,112,090 | 10 | February 23, 2026 |

Regulatory assets under management: $234,754,274 in the October 2021 data and $532,112,090 in the October 2026 data, up 127%.
Total employees: 7 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- No longer lists the business name William Christian Gabrielsen, Producer's Prospects.
- No longer lists the business name John Balmer DST Wealth Management LLC, Investment Advisor.
- Employees performing advisory functions went from 6 to 5.
- Regulatory assets under management went from $446,886,560 to $532,112,090 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. DST Wealth Management LLC (CRD 302110): Form ADV filing data as of October 2026.