DWR WEALTH MANAGEMENT, LLC

1884 The Alameda
San Jose, California 95126
Tel: (408) 260-9600

About DWR WEALTH MANAGEMENT, LLC

DWR WEALTH MANAGEMENT, LLC, formally registered with the SEC as DWR WEALTH MANAGEMENT, LLC. The firm was established in 08/24/2021. They have over 1 offices throughout the country.

DWR WEALTH MANAGEMENT, LLC is a San Jose, California based Financial Planning firm with nearly $165,734,626 assets under management, offering retirement planning & investment advisory services to 536 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	133743
SEC#	801-122140
Assets Managed by Firm	$165,734,626
No. of Clients	536
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	536	$165,734,626
Individuals (other than high net worth individuals)	93	$17,489,222
High net worth individuals	83	$134,366,582
Pension and profit sharing plans	15	$11,317,169
Charitable organizations	Fewer than 5 clients	$2,053,720
Corporations or other businesses	Fewer than 5 clients	$507,933

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