Dwr Wealth Management, LLC
Dwr Wealth Management, LLC is an SEC-registered wealth manager in San Jose, CA with $221.2M assets under management (AUM, regulatory AUM), +33% over one year. See who owns Dwr Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 133743, SEC 801-122140, data through 2026-02-09.
- AUM (assets under management / regulatory AUM)
- $221.2M (2026-02-09)
- Firm type
- Wealth Manager
- Location
- San Jose, CA
- Employees
- 4
- Clients
- 189
- CRD
- 133743
- Ownership
- ROUSSELOT, DAVID, REX; DUNHAM, RICKY, DALE; NEWQUIST, TRACY, LEE
How much AUM does Dwr Wealth Management, LLC have?
Dwr Wealth Management, LLC reported $221.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-09).
Who owns Dwr Wealth Management, LLC?
Disclosed owners and executives of Dwr Wealth Management, LLC include ROUSSELOT, DAVID, REX, DUNHAM, RICKY, DALE, NEWQUIST, TRACY, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.