DW HEALTHCARE PARTNERS

1413 Center Drive
Ste. 220
Park City, Utah 84098-7401
Tel: 435-645-4050

About DW HEALTHCARE PARTNERS

DW HEALTHCARE PARTNERS, formally registered with the SEC as DW HEALTHCARE PARTNERS. The firm was established in 03/30/2012. They have over 2 offices throughout the country.

DW HEALTHCARE PARTNERS is a Park City, Utah based Financial Planning firm with nearly $1,538,053,907 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 38 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160555
SEC#	801-73231
Assets Managed by Firm	$1,538,053,907
No. of Clients	11
No. of Advisors	38

Fee Structure

A percentage of AUM
Performance Based
Other (SEE SCHEDULE D - MISCELLANEOUS)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	11	$1,538,053,907

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