DWM ASSET MANAGEMENT, LLC

100 First Stamford Place
4th Floor
Stamford, Connecticut 06902
Tel: 203-655-5453

About DWM ASSET MANAGEMENT, LLC

DWM ASSET MANAGEMENT, LLC, formally registered with the SEC as DWM ASSET MANAGEMENT, LLC. The firm was established in 05/03/2007. They have over 3 offices throughout the country.

DWM ASSET MANAGEMENT, LLC is a Stamford, Connecticut based Financial Planning firm with nearly $554,592,682 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 35 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	143224
SEC#	801-67853
Assets Managed by Firm	$554,592,682
No. of Clients	8
No. of Advisors	35

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	8	$554,592,682

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