DWR WEALTH MANAGEMENT, LLC
SEC RegisteredPrioritize what matters most
About the firm
DWR Wealth Management is a fiduciary and fee-only advisor providing personalized holistic financial planning and investment management services to individuals, families, business owners and professionals. Their independent and non-commissioned structure allows them to provide planning and advice without bias and with the utmost ethical standards in mind.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Holistic financial planning and investment management services, including developing, overseeing, and coordinating financial plans with clients' tax and legal advisors.
Who they serve
Individuals, families, business owners and professionals from both small business and corporate entities with complex lives who desire ongoing professional assistance and education in the creation and implementation of financial strategies.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 89 | $23M |
| High Net Worth Individuals | 82 | $176M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 18 | $19M |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
9 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.00% |
| Next $500,000 ($500,000.01 to $1,000,000) | 0.80% |
| Next $1,000,000 ($1,000,000.01 to $2,000,000) | 0.60% |
| Next $3,000,000 ($2,000,000.01 to $5,000,000) | 0.50% |
| Above $5,000,000 | 0.40% |
Data as of February 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DWR WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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