Dst Wealth Management LLC

Registered investment adviser · Indian Wells, CA · CRD #302110

Form ADV data as of 2026-09-01

Regulatory assets

$532.1 million

Total accounts

703

Employees

Disclosure events

Firm details

Website: https://www.linkedin.com/in/robertbinkele/
Telephone: 760-340-1448
SEC file number: 801-118242
Most recent Form ADV filing: 2026-02-23
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$0
Non-discretionary regulatory assets under management	$532.1 million
Total regulatory assets under management	$532.1 million
Discretionary accounts	0
Non-discretionary accounts	703
Total accounts	703
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	10
Employees performing investment advisory functions (including research)	5
Employees who are registered representatives of a broker-dealer	3
Employees registered as investment adviser representatives with a state	5
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	4
Firms or persons who solicit advisory clients on the firm's behalf	4

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementFixed fees (other than subscription fees)

Advisory services offered

Portfolio management for individuals and/or small businesses

Other business activities

Registered representative of a broker-dealerOther financial product salesperson

Affiliated related persons

Insurance company or agencyReal estate broker or dealerSponsor or syndicator of limited partnershipsSponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys securities from or sells securities to advisory clients (principal transactions)
Buys or sells for itself securities it also recommends to clients
Recommends securities in which it has another proprietary interest
Recommends securities for which it serves as underwriter or general partner
Recommends securities in which it has another sales interest
Recommends brokers or dealers to clients
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	148	$129.4 million
High net worth individuals	49	$402.7 million