Daniel Miladinovich
DKM Wealth Management · Stockton, California
Daniel Miladinovich is a fee-only financial advisor at DKM Wealth Management in Stockton, California, who holds the CFP credential. Daniel focuses on retirement planning, tax planning and founders (pre-exit). DKM Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
- Multi-generational families
Facts
| Firm | DKM Wealth Management |
|---|---|
| Based in | Stockton, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $316.8M across 502 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6386301 |
| Exams passed | Series 63 (2015) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.dkmwealth.com |
| Profile |
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Questions about Daniel
Is Daniel Miladinovich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and DKM Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, DKM Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Daniel Miladinovich based?
Daniel Miladinovich is based in Stockton, California.
What does Daniel specialize in?
Daniel's specialties include retirement planning, tax planning and founders (pre-exit). Daniel works with retirees, pre-retirees, founders and multi-generational families.
What credentials does Daniel Miladinovich hold?
Daniel Miladinovich holds the CFP credential.
Is Daniel Miladinovich registered with the SEC?
Yes. Daniel Miladinovich is registered as an investment adviser representative in CA and TX (CRD 6386301), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DKM Wealth Management manage?
DKM Wealth Management reports $316.8M across 502 accounts in assets under management.
How do I contact Daniel Miladinovich?
Through Daniel's website, www.dkmwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- DKM Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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