This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-31-2019
- Office Locations
- 3
Office Locations
About DST Wealth Management LLC
DST Wealth Management, LLC is a registered investment adviser providing fee-based portfolio advice and financial planning, including retirement, tax, and estate planning. The firm builds risk-tolerance-aligned strategies and often implements allocations using ETFs and other public funds. It also offers clients access to partner global wealth management firms, with custody typically held at Charles Schwab.
Reported data analysis
What the numbers show
Between March 26, 2025 and February 23, 2026, reported AUM increased 19.1%, from $446.9M to $532.1M.
Across 5 reported observations, AUM increased 69.2% between December 7, 2022 and February 23, 2026, from $314.5M to $532.1M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 5 advisory representatives and 197 clients, or 39.4 clients per representative. That equates to $2.7M in reported AUM per client.
The profile lists 3 reported office locations and 7 years in operation. The source data was last updated on February 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review DST Wealth Management LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full DST Wealth Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
EDWARD RICHARD WOOLERY
Chief Compliance Officer, Chief Operating Officer, President
- CRD
- #6064191
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JOHN B BALMER
--
- CRD
- #4569902
ROBERT JOSEPH BINKELE
Financial Advisor
- CRD
- #2393598
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $532,112,090 | $756,916 |
| Total | $532,112,090 | $756,916 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
DST Wealth Management LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.