DWR WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2021

Total AUM

$221M

Discretionary

$219M

99% of AUM

Avg account

$342K

Accounts

647

Employees

Advisory reps

Firm details

Headquarters: SAN JOSE, California
CRD number: 133743
Registered since: August 24, 2021
Website: www.dwrwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI79.67%
Individuals10.56%
Pension & Profit Sharing Plans8.6%
Charitable Organizations1.04%
Corporations / Businesses0.12%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

DWR Wealth Management, LLC is an independent registered investment adviser that began SEC registration in 2021 and is owned by an individual. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that selects third‑party managers when appropriate. Core advisory services include financial planning and discretionary portfolio management for individuals, small businesses, and institutional clients; the firm also offers pension consulting services and the selection of other advisers. Fee arrangements are flexible and include a percentage of assets under management, hourly charges, and fixed fees. DWR lists an accountant among its industry affiliations and does not identify as an active ESG investor.