SEC Form ADV

DWR WEALTH MANAGEMENT, LLC

Registered Investment AdviserCA
$221.2M
Assets Under Management
9
Total Clients
3
Employees
Get LP Contact Details

Registration Details

Accession
crd-133743
Location
SAN JOSE, CA
Filing Date
July 8, 2026
AUM
$221.2M
Total Clients
9
Institutional Clients
18
Employees
3
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

DWR WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in SAN JOSE, CA, managing approximately $221.2M in assets across 9 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.