Investment adviser representative · Dkm Wealth Management, Inc.
Taylor M. Welz
CRD 1558277 · Stockton, CA
At a glance
Taylor M. Welz is an investment adviser representative with Dkm Wealth Management, Inc. in Stockton, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Taylor’s SEC record dates to 1997, about 29 years ago. Designations on file: Certified Financial Planner, Personal Financial Specialist.
Current advisory firm
- Dkm Wealth Management, Inc.Since June 2022Stockton, CA · $317M in regulatory assets
SEC adviser record
- Registered since
- 1997 (29 years)
- Designations
- Certified Financial Planner, Personal Financial Specialist
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Taylor’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.