Overview
- Headquarters
- Portsmouth, NH
- Total Firm Assets
- $1.3 billion
- Average High-Net-Worth Client Portfolio Size
- $4.8 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: DWA 2025 PART 2A BROCHURE (2025-03-25)
· View brochure text
Latest filing: DWA 2025 PART 2A BROCHURE (2026-03-19)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 0.80% |
| $500,001 | $1,000,000 | 0.70% |
| $1,000,001 | and above | 0.60% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $7,500 | 0.75% |
| $5 million | $31,500 | 0.63% |
| $10 million | $61,500 | 0.62% |
| $50 million | $301,500 | 0.60% |
| $100 million | $601,500 | 0.60% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 74.29%
- Number of High-Net-Worth Clients
- 208
- Total Client Accounts
- 465
- Discretionary Accounts
- 422
- Non-Discretionary Accounts
- 43
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 106664
- DWA 2025 PART 2A BROCHURE (2026-03-19) · View brochure text
- DWA 2025 PART 2A BROCHURE (2025-03-25) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗