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President, Chief Investment Strategist & Executive Partner · Destination Wealth Management

Craig D. Gentry

CRD 6621419 · Named on Form ADV at one SEC-registered adviser

At a glance

Destination Wealth Management, an SEC-registered wealth manager based in Walnut Creek, CA with $4.9 billion in regulatory assets, lists Craig D. Gentry on its Form ADV as President, Chief Investment Strategist & Executive Partner, a control person.

Firms and roles

  • Destination Wealth ManagementPresident, Chief Investment Strategist & Executive PartnerWealth manager · Walnut Creek, CA · $4.9B in regulatory assets

AtlasMembers

Craig’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Craig’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.