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

More Retirement Planning firms in San Jose, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in San Jose, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.