Overview
Assets Under Management: $166 million
Headquarters: SAN JOSE, CA
High-Net-Worth Clients: 70
Average Client Assets: $2 million
Frequently Asked Questions
DWR WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #133743), DWR WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
DWR WEALTH MANAGEMENT, LLC is headquartered in SAN JOSE, CA.
DWR WEALTH MANAGEMENT, LLC serves 70 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, DWR WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
DWR WEALTH MANAGEMENT, LLC manages $166 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, DWR WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.37
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 536
Discretionary Accounts: 520
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 133743
Last Filing Date: 2024-03-27 00:00:00
Website: https://gmail.com