Destination Wealth Management
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 110365
· SEC file 801-53077
· Walnut Creek, CA
· www.destinationwm.com
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ADV data as of Jul 14, 2026
- Regulatory AUM
- $4.9B
- Discretionary
- $4.9B
- Clients
- 2,299
- Avg AUM / client
- $2.2M
- Accounts
- 6,129
- Employees
- 68
AUM over time
$1.1B
$4.9B
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 937 | $571M | 11.5% |
| High net worth individuals | 1,335 | $4.3B | 86.3% |
| Pension and profit sharing plans | 8 | $19.7M | 0.4% |
| Charitable organizations | 10 | $60.0M | 1.21% |
| Corporations and other businesses | 9 | $27.3M | 0.55% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Pacific Service Credit Union 401(k) Plan Pacific Service Credit Union | 2024 | |
| Sola Optical Pension Plan Carl Zeiss Vision, Inc. | 2024 | |
| The 401(k) Plan For Permanente Medical Groups Southern California Permanente Medical Group | 2024 | |
| Bay Medical Management, Llc 401(k) Profit Sharing Plan Bay Medical Management, Llc | 2024 | |
| Wsgr 401(k) And Profit Sharing Plan Wilson Sonsini Goodrich & Rosati, Pc | 2024 | |
| Schwabplan Retirement Savings And Investment Plan The Charles Schwab Corporation | 2024 | |
| Latham & Watkins 401(k) Savings And Profit Sharing Plan Latham & Watkins Llp | 2024 |
People (39)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Allen Yoshikami | Ceo, Founder And Chairman, Portfolio Strategy Committee | CFP | Jul 1996 (30y) | 75% or more |
| Craig Dwayne Gentry | President, Chief Investment Strategist & Executive Partner | Mar 2004 (22y) | Less than 5% | |
| Jessica S Lambruschini Coy | Managing Director & Senior Executive Partner, Chief Compliance Officer, Hr Manager | Nov 2012 (14y) | Less than 5% | |
| Dennis Alan Densmore | Registered representative | Nov 1996 (30y) | ||
| Geoffrey Scott Cable | Registered representative | CFP | Sep 2005 (21y) | |
| Benjamin Landon Musson | Registered representative | Sep 2008 (18y) | ||
| Angela Marie Hager | Registered representative | CFP CFA | Sep 2010 (16y) | |
| Dustin Raymond Tong | Registered representative | CFP | Nov 2010 (16y) | |
| Rita Lichu Chan | Registered representative | CFP | Aug 2011 (15y) | |
| Robert Keith Jacques | Registered representative | CFP | Jan 2014 (13y) | |
| Caroline Sabina Egan | Registered representative | CFP | May 2014 (12y) | |
| Jordan T Wesley | Registered representative | Jun 2014 (12y) | ||
| Dana Rae Deroque | Registered representative | Jun 2014 (12y) | ||
| Christopher Alexander Eagles Smith | Registered representative | CFP | Jul 2015 (11y) | |
| David Rairden | Registered representative | CFP | Aug 2017 (9y) | |
| Linda Xia | Registered representative | Jan 2018 (9y) | ||
| Mark Mc Mechen | Registered representative | Feb 2018 (8y) | ||
| Ariel Schutte | Registered representative | Apr 2018 (8y) | ||
| George Fredrick Reel | Registered representative | Jul 2018 (8y) | ||
| Malena Rose Hassan Yatim | Registered representative | Nov 2018 (8y) | ||
| Barbara Schulz Matheson | Registered representative | CFP | Feb 2019 (8y) | |
| Preetika Pande | Registered representative | CFP | Feb 2020 (6y) | |
| Donald James Travo | Registered representative | CFP | Jan 2023 (4y) | |
| Stacy L Chretien | Registered representative | CFP | Feb 2023 (3y) | |
| Noah Andrew Dalhamer | Registered representative | Jul 2023 (3y) | ||
| Pedro Eli Cisneros | Registered representative | CFP | Feb 2024 (2y) | |
| Jeanne Sim Suh | Registered representative | CFP | Mar 2024 (2y) | |
| Elena Song | Registered representative | CFP | May 2024 (2y) | |
| Sophia I Ju Feng | Registered representative | CFP | May 2024 (2y) | |
| Steven Mathews Gasparini | Registered representative | CFP CFA | Sep 2024 (2y) | |
| John Walter Healy | Registered representative | Dec 2024 (2y) | ||
| Ryan Noxon | Registered representative | CFP Chartered Financial Consultant | Jan 2025 (2y) | |
| Karena Zhu | Registered representative | CFP | Apr 2025 (1y) | |
| Quinton Gerard Mcdermott | Registered representative | CFP Chartered Financial Consultant | Apr 2025 (1y) | |
| Ingrid Shang Ying Yeh | Registered representative | May 2025 (1y) | ||
| Malia Lydia Salas Russell | Registered representative | CFP | May 2025 (1y) | |
| Evelyn Zuk | Registered representative | CFP | Aug 2025 (1y) | |
| John Neeley | Registered representative | CFP Chartered Financial Consultant | Apr 2026 (0y) | |
| Xiuhua Xu | Registered representative | CFP | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (7)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Pacific Service Credit Union 401(k) Plan | Pacific Service Credit Union | 159 | $34.8M | 01/01/2024 |
| Sola Optical Pension Plan | Carl Zeiss Vision, Inc. | 27 | $37.8M | 01/01/2024 |
| The 401(k) Plan For Permanente Medical Groups | Southern California Permanente Medical Group | 18,579 | $6.5B | 01/01/2024 |
| Bay Medical Management, Llc 401(k) Profit Sharing Plan | Bay Medical Management, Llc | 337 | $209M | 01/01/2024 |
| Wsgr 401(k) And Profit Sharing Plan | Wilson Sonsini Goodrich & Rosati, Pc | 1,984 | $1.0B | 01/01/2024 |
| Schwabplan Retirement Savings And Investment Plan | The Charles Schwab Corporation | 32,145 | $8.9B | 01/01/2024 |
| Latham & Watkins 401(k) Savings And Profit Sharing Plan | Latham & Watkins Llp | 4,864 | $3.1B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/14/2026 | 935 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $4.8B (98% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 14, 2026.
View current Form ADV (SEC/IAPD) ↗