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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Value focus
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: $316,769,863
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,627,726,635 | 34.0% |
| Cash | $478,743,128 | 10.0% |
| Equity - Exchange | $406,931,659 | 8.5% |
| Private Funds | $550,554,597 | 11.5% |
| U.S. Government/Agency | $1,723,475,261 | 36.0% |
| Total | $4,787,431,280 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK SUMMIT | MOMENTUM UNISON | OS8TG4Y6K | EIYS | 10.85% | $68,657,778 |
| VITAL MATRIX CREST | TIMBER BRIDGE | MNFLEO5U9 | MTT | 2.19% | $74,185,158 |
| FOUNDATION WAVE | GLACIER ALPHA | 082ZR90BZ | SGRQD | 6.98% | $113,992,417 |
| MOMENTUM EMBER BRIDGE | GLACIER OPTIMA | YF3432KKW | BKVK | 3.55% | $91,821,824 |
| SIGNAL ALPHA | VALUE SIGNAL | 8A5E4ED46 | ITUDP | 2.60% | $47,657,827 |
| QUANTUM UNISON VECTOR | RADIAL PIONEER | 1MQ5LIUHU | OTGFJ | 7.14% | $43,362,681 |
| FRONTIER FUSION FUSION | SUMMIT OPTIMA | I3VDU6DCM | NRYJ | 3.25% | $3,385,705 |
| PEAK FOCUS | QUANTUM EMBER | OHF0922QT | CVBP | 10.72% | $17,515,829 |