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Ariel Hurd

Destination Wealth Management

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About Ariel Hurd

Ariel Hurd is an investment advisor representative with Destination Wealth Management. Ariel has been in the industry since 2009, and has experience in a variety of financial services. Ariel is registered with the state of California. Destination Wealth Management is a registered investment advisor firm headquartered in Walnut Creek, CA. The firm provides a variety of financial services to individuals, families, and businesses. Their services include financial planning, portfolio management, and retirement planning. Destination Wealth Management has a long history of providing excellent service to their clients.

Firm Information

Ariel Hurd is currently registered with Destination Wealth Management. Destination Wealth Management is an investment advisory firm based in Walnut Creek, California. They manage approximately $3.7 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm offers financial planning and portfolio management services.
Destination Wealth Management

1255 TREAT BOULEVARD

WALNUT CREEK, CA 94597

$3.70B

Assets Under Management

4

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ariel Hurd’s Registration & Firm History

CA

04/12/2018 - Present

Destination Wealth Management (Walnut Creek CA)

CO

03/17/2009 - 12/14/2009

CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)

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Licenses & Designations

IA

Issued 12/05/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/23/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/16/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ariel Hurd.
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