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| Happy Holidays!! thanks for using AUM13F!! |
| DWR Wealth Management LLC
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| CRD # | 133743 |
| SEC # | 801-122140 |
| CIK # | |
| AUM | $179.6 M (2025-03-20) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 408-260-9600 |
| Address | 1884 The Alameda San Jose, CA 95126 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 96 | 25.1 |
| (b) Individuals (high net worth individuals) | 70 | 137.2 |
| (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 | 18 | 14.6 |
| (h) Charitable organizations | 0 | 2.1 |
| (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 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 545 | 179.6 |
| By Discretionary | ||
| Discretionary | 532 | 178.7 |
| Non-Discretionary | 13 | 1.0 |
| Total | 545 | 179.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 179.6 | |
| Total | 545 | 179.6 |
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|---|---|---|
|
North Ridge Wealth Advisors Inc
✚
|
OR | 0.2 |
|
Sincerus Advisory LLC
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0.2 | |
|
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CO | 0.2 |
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Forteris Wealth Management Inc
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Lifetime Wealth Management PC
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TX | 0.2 |
|
Retirement Plan Fiduciaries LLC
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0.2 | |
|
Strive Wealth Management LLC
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|
TX | 0.2 |
|
RIK Saylor Financial Inc
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|
OH | 0.2 |
|
TAM Financial Advisors LLC
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|
0.2 | |
|
Cooksen Wealth LLC
✚
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TX | 0.2 |