Investment adviser representative · Dkm Wealth Management, Inc.
Zachary T. Welz
CRD 7655034 · Stockton, CA
At a glance
Zachary T. 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 Zachary’s SEC record dates to 2024, about 2 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Dkm Wealth Management, Inc.Since January 2025Stockton, CA · $317M in regulatory assets
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Zachary’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
- 1 firmLocked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.
More at Dkm Wealth Management, Inc.
- Daniel MiladinovichStockton · Certified Financial Planner
- Taylor M. WelzStockton · Certified Financial Planner, Personal Financial Specialist
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