SEC Form ADV

DWR WEALTH MANAGEMENT, LLC

Registered Investment AdviserCA
$221.2M
Assets Under Management
647
Total Clients
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Registration Details

Accession
CRD-133743
Location
SAN JOSE, CA
Filing Date
February 9, 2026
AUM
$221.2M
Total Clients
647
Amendment
No

About this Adviser

DWR WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in SAN JOSE, CA, managing approximately $221.2M in assets across 647 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.