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| DWR Wealth Management LLC
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|---|---|
| CRD # | 133743 |
| SEC # | 801-122140 |
| CIK # | 0002123012 |
| AUM | 221.2 M (2026-02-09) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 408-260-9600 |
| Address | 1884 The Alameda San Jose, CA 95126 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.7 | ||
| Amazon Com Inc | 1.8 | ||
| Nvidia Corp | 1.6 | ||
| Netflix Inc | 0.9 | ||
| Cisco Systems Inc | 0.8 | ||
| Chevron Corp | 0.7 | ||
| Arista Networks Inc | 0.7 | ||
| Johnson & Johnson | 0.7 | ||
| MercadoLibre Inc | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 23.4 |
| (b) Individuals (high net worth individuals) | 82 | 176.2 |
| (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 | 19.0 |
| (h) Charitable organizations | 0 | 2.3 |
| (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 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 647 | 221.2 |
| By Discretionary | ||
| Discretionary | 632 | 219.4 |
| Non-Discretionary | 15 | 1.7 |
| Total | 647 | 221.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 221.2 | |
| Total | 647 | 221.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002123012] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 9 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pacific Park Financial Inc
✚
|
CA | 221.6 M |
|
Hager Investment Management Services LLC
✚
|
NH | 221.6 M |
|
Avantra Family Wealth Inc
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PA | 221.6 M |
|
Capital Developers LLC
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NC | 221.5 M |
|
Riverglades Family Offices LLC
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FL | 221.4 M |
|
Lynx Advisory Partners LLC
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|
FL | 221.4 M |
|
Wisdom Index Advisors LLC
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|
TX | 221.3 M |
|
Pullen Investment Management LLC
✚
|
FL | 221.0 M |
|
Kroon & Mitchell Asset Management LLC
✚
|
MI | 220.9 M |
|
Equitycompass Investment Management LLC
✚
|
MD | 220.9 M |