|
⚲
|
| DWR Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 133743 |
| SEC # | 801-122140 |
| CIK # | |
| AUM | $133.3 MM (2023-03-07) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 4082609600307 |
| Address | 1884 The Alameda San Jose, CA 95126 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 32.6 |
| (b) Individuals (high net worth individuals) | 47 | 97.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.6 |
| (h) Charitable organizations | 0 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 541 | 133.3 |
| By Discretionary | ||
| Discretionary | 513 | 126.4 |
| Non-Discretionary | 28 | 7.0 |
| Total | 541 | 133.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 133.3 | |
| Total | 541 | 133.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Armada Advisors Inc
✚
|
FL | 0.1 |
|
Schwallier Wealth Management LLC
✚
|
MI | 0.1 |
|
JE Simmons & Co PC
✚
|
TX | 0.1 |
|
Fiat Wealth Management LLC
✚
|
MN | 0.1 |
|
Sackett Wealth Advisors Inc
✚
|
CA | 0.1 |
|
Capitol Family Office Inc
✚
|
OR | 0.1 |
|
Contego Capital Group Inc
✚
|
MN | 0.1 |
|
Symphonic Financial Advisors LLC
✚
|
NY | 0.1 |
|
Keystone Financial Group Inc
✚
|
GA | 0.1 |
|
MJC Advisors LLC
✚
|
MD | 0.1 |