Unclaimed Profile

Michael Allen Yoshikami

DESTINATION WEALTH MANAGEMENT·WALNUT CREEK, California

Series 7, Series 24, Series 6329 years registeredDESTINATION WEALTH MANAGEMENT

1255 TREAT BOULEVARD, WALNUT CREEK, CA 94597CRD# 1929209Firm CRD# 110365

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Allen Yoshikami · WALNUT CREEK, CA

Registration

CRD #1929209 · DESTINATION WEALTH MANAGEMENT · 29 years registered

Brand Profile

Not yet started

Career History

DESTINATION WEALTH MANAGEMENT

Nov 1996 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · November 19, 1996

Years registered · 29

Disclosure History

2002Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

DESTINATION WEALTH MANAGEMENT

CRD 110365 · SEC 801-53077

AUM

$3.7B

Regulatory assets under management

Employees

5,567 client accounts

Services offered by DESTINATION WEALTH MANAGEMENT

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DESTINATION WEALTH MANAGEMENT →

Introduction

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WALNUT CREEK?

Browse all registered financial advisors in WALNUT CREEK, California or claim this profile if it's yours.

Browse WALNUT CREEK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Michael Allen Yoshikami offer?

Michael Allen Yoshikami specializes in Financial Planning, Investment Management. Contact their office in WALNUT CREEK, California for a consultation.

What are Michael Allen Yoshikami's credentials?

Michael Allen Yoshikami is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Allen Yoshikami located?

Michael Allen Yoshikami is based in WALNUT CREEK, California, working with DESTINATION WEALTH MANAGEMENT. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.

How does Michael Allen Yoshikami charge for services?

Michael Allen Yoshikami's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DESTINATION WEALTH MANAGEMENT?

DESTINATION WEALTH MANAGEMENT has approximately 53 employees and manages $3.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →