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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-27-2021
- Office Locations
- 1
Office Locations
About DKM Wealth Management, Inc.
DKM Wealth Management is an independent, fee-only RIA providing wealth management and financial planning for retirees and business owners, with deep tax and estate-planning expertise. The team builds customized portfolios based on risk tolerance, asset allocation, and investment selection, and can incorporate private investments. Founded in 2021 by CPA/CFP Danny Miladinovich (former estate & business planning specialist), the firm acts as a fiduciary and typically custodies at Schwab.
Reported data analysis
What the numbers show
Between February 21, 2025 and February 27, 2026, reported AUM increased 15.6%, from $273.9M to $316.8M.
Across 5 reported observations, AUM increased 476.6% between March 29, 2022 and February 27, 2026, from $54.9M to $316.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 180 clients, or 60 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on February 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
DANIEL MILADINOVICH
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #6386301
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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TAYLOR MICHAEL WELZ
Senior Advisor
- CRD
- #1558277
ZACHARY TAYLOR WELZ
Financial Advisor
- CRD
- #7655034
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $316,769,863 | $631,016 |
| Non-Discretionary | $0 | -- |
| Total | $316,769,863 | $631,016 |
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Separately Managed Accounts
SMA allocation detail is available
DKM Wealth Management, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
DKM Wealth Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.