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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Vital
- 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.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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%
Pioneer radial
Matrix value pioneer
- CRD
- #11648
- Ownership
- 9.8%
Showing 2 of 3 owners & executives
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GEOFFREY SCOTT CABLE
Wealth Advisor
- CRD
- #2150627
RITA LICHU CHAN
Wealth Advisor
- CRD
- #4017821
Prime vector
Element prime
- CRD
- #24341
Showing 2 of 41 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
Total SMA Asset: $4,948,271,866
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $539,042,726 | 31.1% |
| Equity - Exchange | $511,310,625 | 29.5% |
| Cash | $162,926,097 | 9.4% |
| Other | $519,976,907 | 30.0% |
| Total | $1,733,256,355 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK RADIAL DELTA | EAGLE EMBER | HZMGZAXSH | GSBLJ | 1.02% | $71,658,023 |
| OPTIMA HARBOR WAVE | OPTIMA RADIAL | 7OBR43SDC | HOBR | 0.67% | $59,716,366 |
| EMBER HORIZON | WAVE NORTH | T989OG44F | QGNKL | 3.78% | $106,720,226 |
| RADIAL CATALYST | HARBOR RIDGE | NB2XQ4WH7 | TRFMF | 4.22% | $44,819,244 |
| VALUE VECTOR | FRONTIER VITAL | AW4I7Z0NO | VZELF | 6.00% | $115,622,913 |
| FOUNDATION RIDGE FUSION | ATLAS INSIGHT | VWKJO43L6 | PFBJV | 3.71% | $108,426,721 |
| ELEMENT ELEMENT VECTOR | BRIDGE PRIME | 8XBPGTKAF | LWD | 1.04% | $63,444,783 |
| HARBOR CAPITAL MOMENTUM | PATHWAY SUMMIT | EYTQWAZVJ | AEKA | 3.73% | $9,977,462 |