CRD: 110365
Destination Wealth Management
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-11-1996
- Office Locations
- 1
Office Locations
About Destination Wealth Management
Destination Wealth Management is a fiduciary investment advisor providing a 360° “D360” wealth management process for families, combining strategic financial planning with investment strategy tailored to each client’s circumstances. The firm emphasizes risk/return, long-term discipline, and ongoing review backed by a proprietary research team and 15+ CFP® professionals, with services including estate planning/tax review and portfolio stress testing. Supports custody through Schwab and Fidelity.
Reported data analysis
What the numbers show
Between August 28, 2025 and July 14, 2026, reported AUM increased 19.4%, from $4.1B to $4.9B.
Across 5 reported observations, AUM increased 29.9% between April 21, 2022 and July 14, 2026, from $3.8B to $4.9B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 31 advisory representatives and 2,303 clients, or 74.3 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 1 reported office location and 29 years in operation. The source data was last updated on July 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
MICHAEL ALLEN YOSHIKAMI
Chairman, Chief Executive Officer, FOUNDER
- CRD
- #1929209
- Ownership
- 75% or more
Craig Dwayne Gentry
Chief Investment Strategist, EXECUTIVE PARTNER, Investment Advisor, President
- CRD
- #6621419
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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GEOFFREY SCOTT CABLE
Wealth Advisor
- CRD
- #2150627
RITA LICHU CHAN
Wealth Advisor
- CRD
- #4017821
Showing 2 of 39 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,948,271,866 | $807,354 |
| Non-Discretionary | $0 | -- |
| Total | $4,948,271,866 | $807,354 |
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Separately Managed Accounts
SMA allocation detail is available
Destination Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Destination Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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