Advisor at DKM Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
DKM Wealth Management, Inc.
Location
Stockton, CA 95219
Credentials
CFP®, Series 66
Industry experience
3 years
Zachary Welz is a CFP® and holds a Series 66 license with three years of industry experience. He is currently an advisor at DKM Wealth Management, Inc. and previously worked at Fidelity Investments. Outside of finance, he has been involved with sports organizations including Fan Controlled Football and several minor league baseball teams. DKM Wealth Management provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and small businesses. The firm uses a discovery process to tailor portfolios based on client objectives and risk tolerance, employing fundamental analysis and a blend of long- and short-term strategies with ongoing monitoring and rebalancing.
Based on DKM Wealth Management, Inc.
Financial consulting services annual fixed fee up to $15,000, typically billed quarterly in arrears; negotiable depending on scope and client circumstances.
$0 - $2,000,000: 1.00% annually $2,000,000+: 0.50% annually
10100 Trinity Parkway, Suite 450
Stockton, CA 95219
California
DKM Wealth Management, Inc.
2025 - Present (1 year)
FIDELITY INVESTMENTS
2022 - 2024 (2 years)
Fanchise, LLC. Fan Controlled Football
2022 - 2022 (1 year)
CAPS / Legacy Casting
2021 - 2021 (1 year)
UNITED PARCEL SERVICE
2019 - 2020 (1 year)
Gary SouthShore RailCats
2019 - 2022 (3 years)
Evansville Otters
2018 - 2018 (1 year)
Redline Athletics
2017 - 2018 (1 year)
Los Angeles Angels of Anaheim
2015 - 2017 (2 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Aspire Advisory Services
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