DWR WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$221,184,429
Discretionary
$219,443,937
Non-discretionary
$1,740,492
Firm details
- CRD number
- 133743
- SEC file number
- 801-122140
- Main office
- SAN JOSE, CA, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://www.dwrwealth.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.