DWR WEALTH MANAGEMENT, LLC - Financial Advisor in California, San Jose

Tel: (408) 260-9600 1884 The Alameda San Jose, California 95126

About DWR WEALTH MANAGEMENT, LLC

DWR WEALTH MANAGEMENT, LLC is a San Jose, California based financial advisory firm with nearly $165,734,626 in assets under management and provides investment advisory services for 536 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

133743

Firm SEC#:

801-122140

Assets Under Management:

$165,734,626

No. of Clients:

536

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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