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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

DESTINATION WEALTH MANAGEMENT

CRD 110365

WALNUT CREEK, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ceeeef17-5e60-854a-6971-afadf0cfa0d6

Data as of Jul 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 64
Dated events: 9
On other graphs: 0
Observed: Mar 30, 2012 to Jul 14, 2026
47 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $4.9BItem 5.F on the latest filing (2026-07-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $4.9B
Private client RAUM: $4.8BderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 38
RAUM per advisor: $130Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 68
Advisory employees: 31
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 6,129
Individual clients: 937
High net worth clients: 1,335
Custody, client assets: $371M
SEC number: 801-53077
CIK: 1278573
CRD: 110365
Filings on the tape: 47
First filed: Mar 30, 2012
Latest filed: Jul 14, 2026
Organised: Corporation, DE
Website: destinationwm.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 38

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL ALLEN YOSHIKAMI	Certified Financial Planner	WALNUT CREEK, CA	29	33	n/a	no
DENNIS ALAN DENSMORE	n/a	WALNUT CREEK, CA	29	33	n/a	no
GEOFFREY SCOTT CABLE	Certified Financial Planner	WALNUT CREEK, CA	21	34	n/a	no
BENJAMIN LANDON MUSSON	n/a	WALNUT CREEK, CA	18	19	1	no
ANGELA MARIE HAGER	Certified Financial Planner\|Chartered Financial Analyst	WALNUT CREEK, CA	16	20	2	no
DUSTIN RAYMOND TONG	Certified Financial Planner	WALNUT CREEK, CA	15	21	n/a	no
RITA LICHU CHAN	Certified Financial Planner	WALNUT CREEK, CA	15	26	n/a	no
JESSICA S LAMBRUSCHINI-COY	n/a	WALNUT CREEK, CA	13	18	n/a	no
ROBERT KEITH JACQUES	Certified Financial Planner	WALNUT CREEK, CA	12	27	3	no
CAROLINE SABINA EGAN	Certified Financial Planner	WALNUT CREEK, CA	12	29	2	no
JORDAN T WESLEY	n/a	WALNUT CREEK, CA	12	15	n/a	no
DANA RAE DEROQUE	n/a	WALNUT CREEK, CA	12	13	n/a	no
CHRISTOPHER ALEXANDER EAGLES-SMITH	Certified Financial Planner	WALNUT CREEK, CA	11	20	2	no
Craig Dwayne Gentry	n/a	WALNUT CREEK, CA	10	22	n/a	no
DAVID RAIRDEN	Certified Financial Planner	WALNUT CREEK, CA	9	28	2	no
LINDA XIA	n/a	WALNUT CREEK, CA	8	17	n/a	no
Mark McMechen	n/a	WALNUT CREEK, CA	8	17	n/a	no
Ariel Schutte	n/a	WALNUT CREEK, CA \| Walnut Creek, CA	8	17	n/a	no
GEORGE FREDRICK REEL	n/a	WALNUT CREEK, CA	8	16	n/a	no
MALENA ROSE HASSAN YATIM	n/a	WALNUT CREEK, CA	7	12	n/a	no
BARBARA SCHULZ MATHESON	Certified Financial Planner	WALNUT CREEK, CA	7	30	4	no
Preetika Pande	Certified Financial Planner	WALNUT CREEK, CA	6	10	1	no
Donald James Travo	Certified Financial Planner	WALNUT CREEK, CA	3	12	3	no
STACY L CHRETIEN	Certified Financial Planner	WALNUT CREEK, CA	3	30	3	no
Noah Andrew Dalhamer	n/a	WALNUT CREEK, CA	3	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Gentry, Craig, Dwayne	PRESIDENT, CHIEF INVESTMENT STRATEGIST & EXECUTIVE PARTNER	Na	yes	03/2004	Jul 14, 2026	Jul 14, 2026
WILKINSON, DAVID, FRANCIS	CHIEF COMPLIANCE OFFICER	Na	yes	04/2025	Jul 14, 2026	Jul 14, 2026
YOSHIKAMI, MICHAEL, ALLEN	CEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEE	E	yes	07/1996	Jul 14, 2026	Jul 14, 2026
LAMBRUSCHINI-COY, JESSICA, S	MANAGING DIRECTOR & SENIOR EXECUTIVE PARTNER, CHIEF COMPLIANCE OFFICER, HR MANAGER	Na	yes	10/2015	Oct 13, 2015	Dec 5, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 2, 2026	$4.9B	$4.9B	68	31	0	n/a	n/a
2024	Apr 28, 2025	$4.1B	$4.1B	56	34	0	n/a	n/a
2023	Feb 29, 2024	$3.7B	$3.7B	53	32	0	n/a	n/a
2022	Mar 29, 2023	$3.2B	$3.2B	51	32	0	n/a	n/a
2021	Mar 28, 2022	$3.8B	$3.8B	50	30	0	n/a	n/a
2020	Mar 31, 2021	$3.2B	$3.2B	52	31	1	n/a	n/a
2019	Mar 20, 2020	$2.8B	$2.8B	50	30	1	n/a	n/a
2018	Mar 29, 2019	$2.2B	$2.2B	52	31	3	n/a	n/a
2017	Feb 28, 2018	$2.3B	$2.3B	51	27	2	n/a	n/a
2016	Mar 31, 2017	$1.9B	$1.9B	46	21	n/a	n/a	n/a
2015	Mar 9, 2016	$1.5B	$1.5B	39	20	n/a	n/a	n/a
2014	Mar 27, 2015	$1.5B	$1.5B	30	18	n/a	n/a	n/a
2013	Apr 1, 2014	$1.4B	$1.4B	25	19	n/a	n/a	n/a
2012	Mar 27, 2013	$1.2B	$1.2B	24	16	n/a	n/a	n/a
2011	Mar 30, 2012	$1.1B	$1.0B	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	3	-1	7.9%	0	1	0	16	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$4.9B	$4.1B	19.4%	$3.2B	15.5%	68	56	0	0

Relationships

Registered with (58)

← JOHN NEELEYAdvisorregistration: current employment
Apr 7, 2026 to presentfactForm ADV
← XIUHUA XUAdvisorregistration: current employment
Apr 7, 2026 to presentfactForm ADV
← Evelyn ZukAdvisorregistration: current employment
Aug 5, 2025 to presentfactForm ADV
← Malia Lydia Salas RussellAdvisorregistration: current employment
May 15, 2025 to presentfactForm ADV
← Ingrid Shang-Ying YehAdvisorregistration: current employment
May 1, 2025 to presentfactForm ADV
← QUINTON GERARD MCDERMOTTAdvisorregistration: current employment
Apr 4, 2025 to presentfactForm ADV
← Ryan NoxonAdvisorregistration: current employment
Jan 17, 2025 to presentfactForm ADV
← John Walter HealyAdvisorregistration: current employment
Dec 20, 2024 to presentfactForm ADV
← STEVEN MATHEWS GASPARINIAdvisorregistration: current employment
Sep 9, 2024 to presentfactForm ADV
← SOPHIA I-JU FENGAdvisorregistration: previous registration
Nov 29, 2012 to Feb 8, 2023factForm ADV
← Elena SongAdvisorregistration: current employment
May 8, 2024 to presentfactForm ADV
← Jeanne Sim SuhAdvisorregistration: current employment
Mar 4, 2024 to presentfactForm ADV
← Pedro Eli CisnerosAdvisorregistration: current employment
Feb 16, 2024 to presentfactForm ADV
← Noah Andrew DalhamerAdvisorregistration: current employment
Jul 17, 2023 to presentfactForm ADV
← STACY L CHRETIENAdvisorregistration: current employment
Feb 2, 2023 to presentfactForm ADV
← Donald James TravoAdvisorregistration: current employment
Jan 11, 2023 to presentfactForm ADV
← Preetika PandeAdvisorregistration: current employment
Feb 27, 2020 to presentfactForm ADV
← BARBARA SCHULZ MATHESONAdvisorregistration: current employment
Feb 1, 2019 to presentfactForm ADV
← MALENA ROSE HASSAN YATIMAdvisorregistration: current employment
Nov 20, 2018 to presentfactForm ADV
← GEORGE FREDRICK REELAdvisorregistration: current employment
Jul 5, 2018 to presentfactForm ADV
← Ariel SchutteAdvisorregistration: current employment
Apr 12, 2018 to presentfactForm ADV
← Mark McMechenAdvisorregistration: current employment
Feb 12, 2018 to presentfactForm ADV
← LINDA XIAAdvisorregistration: current employment
Jan 2, 2018 to presentfactForm ADV
← DAVID RAIRDENAdvisorregistration: current employment
Aug 24, 2017 to presentfactForm ADV
← Craig Dwayne GentryAdvisorregistration: current employment
Mar 25, 2016 to presentfactForm ADV
← CHRISTOPHER ALEXANDER EAGLES-SMITHAdvisorregistration: current employment
Jul 23, 2015 to presentfactForm ADV
← DANA RAE DEROQUEAdvisorregistration: current employment
Jun 27, 2014 to presentfactForm ADV
← JORDAN T WESLEYAdvisorregistration: current employment
Jun 25, 2014 to presentfactForm ADV
← CAROLINE SABINA EGANAdvisorregistration: previous registration
Sep 28, 2000 to Oct 17, 2005factForm ADV
← ROBERT KEITH JACQUESAdvisorregistration: previous registration
May 8, 1999 to May 16, 2007factForm ADV
and 28 more

Controls (3)

← YOSHIKAMI, MICHAEL, ALLENOwnerCEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEE, ownership code E, individual
Mar 30, 2012 to Dec 5, 2024factForm ADV
← LAMBRUSCHINI-COY, JESSICA, SOwnerMANAGING DIRECTOR & SENIOR EXECUTIVE PARTNER, CHIEF COMPLIANCE OFFICER, HR MANAGER, ownership code NA, individual
Oct 13, 2015 to Dec 5, 2024factForm ADV
← Gentry, Craig, DwayneOwnerPRESIDENT, CHIEF INVESTMENT STRATEGIST & EXECUTIVE PARTNER, ownership code NA, individual
Mar 28, 2022 to Dec 5, 2024factForm ADV

Dated events

Occurred
Jul 30, 2026
Advisor changed firm
Karena Zhu left Destination Wealth Management for Mariner (registered 2026-08-17)
Form ADVobserved 4 days ago
Occurred
Apr 8, 2026
Advisor changed firm
Christina Ko Talbot left Destination Wealth Management for Mercer Global Advisors Inc. (registered 2026-05-06)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2026
Advisor headcount changed
Destination Wealth Management reported 24 state-registered advisory representatives, down from 34 (2025-08-28 to 2026-03-31)
Form ADVobserved 4 days ago
-10 IARS
Occurred
Oct 6, 2025
Advisor changed firm
Karl Gregory Salocks left Destination Wealth Management for Cwm, Llc (registered 2026-02-10)
Form ADVobserved 4 days ago
Occurred
Jun 17, 2025
Advisor changed firm
Shaun Robert Williams left Destination Wealth Management for Valeo Financial Advisors, Llc (registered 2025-08-25)
Form ADVobserved 4 days ago
Occurred
May 22, 2023
Advisor changed firm
Manuel Antonio Lugo Garcia left Destination Wealth Management for Parallel Advisors, Llc (registered 2024-01-11)
Form ADVobserved 4 days ago
Occurred
Feb 8, 2023
Advisor changed firm
Sophia I-Ju Feng left Destination Wealth Management for Creative Planning (registered 2023-02-16)
Form ADVobserved 4 days ago
Occurred
Jan 30, 2023
Control person left
Kung Wai George Chin (President And Chief Operating Officer) no longer on Schedule A of Destination Wealth Management (listed 2022-04-21, absent 2023-01-30)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2022
Control person joined
Dwayne Craig Gentry (Executive Vice President & Executive Partner, Chief Investment Strategist) appeared on Schedule A of Destination Wealth Management
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ceeeef17-5e60-854a-6971-afadf0cfa0d6
First observed: Mar 30, 2012
Last observed: Jul 14, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DESTINATION WEALTH MANAGEMENT

CRD 110365

WALNUT CREEK, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ceeeef17-5e60-854a-6971-afadf0cfa0d6

Data as of Jul 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:27 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL ALLEN YOSHIKAMI

Certified Financial Planner

WALNUT CREEK, CA

n/a

DENNIS ALAN DENSMORE

n/a

WALNUT CREEK, CA

n/a

GEOFFREY SCOTT CABLE

Certified Financial Planner

WALNUT CREEK, CA

n/a

BENJAMIN LANDON MUSSON

n/a

WALNUT CREEK, CA

ANGELA MARIE HAGER

Certified Financial Planner|Chartered Financial Analyst

WALNUT CREEK, CA

DUSTIN RAYMOND TONG

Certified Financial Planner

WALNUT CREEK, CA

n/a

RITA LICHU CHAN

Certified Financial Planner

WALNUT CREEK, CA

n/a

JESSICA S LAMBRUSCHINI-COY

n/a

WALNUT CREEK, CA

n/a

ROBERT KEITH JACQUES

Certified Financial Planner

WALNUT CREEK, CA

CAROLINE SABINA EGAN

Certified Financial Planner

WALNUT CREEK, CA

JORDAN T WESLEY

n/a

WALNUT CREEK, CA

n/a

DANA RAE DEROQUE

n/a

WALNUT CREEK, CA

n/a

CHRISTOPHER ALEXANDER EAGLES-SMITH

Certified Financial Planner

WALNUT CREEK, CA

Craig Dwayne Gentry

n/a

WALNUT CREEK, CA

n/a

DAVID RAIRDEN

Certified Financial Planner

WALNUT CREEK, CA

LINDA XIA

n/a

WALNUT CREEK, CA

n/a

Mark McMechen

n/a

WALNUT CREEK, CA

n/a

Ariel Schutte

n/a

WALNUT CREEK, CA | Walnut Creek, CA

n/a

GEORGE FREDRICK REEL

n/a

WALNUT CREEK, CA

n/a

MALENA ROSE HASSAN YATIM

n/a

WALNUT CREEK, CA

n/a

BARBARA SCHULZ MATHESON

Certified Financial Planner

WALNUT CREEK, CA

Preetika Pande

Certified Financial Planner

WALNUT CREEK, CA

Donald James Travo

Certified Financial Planner

WALNUT CREEK, CA

STACY L CHRETIEN

Certified Financial Planner

WALNUT CREEK, CA

Noah Andrew Dalhamer

n/a

WALNUT CREEK, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Gentry, Craig, Dwayne

PRESIDENT, CHIEF INVESTMENT STRATEGIST & EXECUTIVE PARTNER

yes

03/2004

Jul 14, 2026

WILKINSON, DAVID, FRANCIS

CHIEF COMPLIANCE OFFICER

yes

04/2025

Jul 14, 2026

YOSHIKAMI, MICHAEL, ALLEN

CEO, FOUNDER AND CHAIRMAN, PORTFOLIO STRATEGY COMMITTEE

yes

07/1996

Jul 14, 2026

LAMBRUSCHINI-COY, JESSICA, S

MANAGING DIRECTOR & SENIOR EXECUTIVE PARTNER, CHIEF COMPLIANCE OFFICER, HR MANAGER

yes

10/2015

Oct 13, 2015

Dec 5, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 2, 2026

$4.9B

n/a

2024

Apr 28, 2025

$4.1B

n/a

2023

Feb 29, 2024

$3.7B

n/a

2022

Mar 29, 2023

$3.2B

n/a

2021

Mar 28, 2022

$3.8B

n/a

2020

Mar 31, 2021

$3.2B

n/a

2019

Mar 20, 2020

$2.8B

n/a

2018

Mar 29, 2019

$2.2B

n/a

2017

Feb 28, 2018

$2.3B

n/a

2016

Mar 31, 2017

$1.9B

n/a

2015

Mar 9, 2016

$1.5B

n/a

2014

Mar 27, 2015

$1.5B

n/a

2013

Apr 1, 2014

$1.4B

n/a

2012

Mar 27, 2013

$1.2B

n/a

2011

Mar 30, 2012

$1.1B

$1.0B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

7.9%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$4.9B

$4.1B

19.4%

$3.2B

15.5%