Dwm Asset Management, LLC
Dwm Asset Management, LLC is an SEC-registered asset manager in Stamford, CT with $645.0M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Dwm Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 143224, SEC 801-67853, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $645.0M (2026-03-30)
- Firm type
- Asset Manager
- Location
- Stamford, CT
- Employees
- 36
- Clients
- 6
- CRD
- 143224
- Ownership
- JOHNSON, PETER, HALLOCK; KADDARAS, JAMES, CHRIS; DWM HOLDINGS, LLC; MARSHALL, EDWARD, ADGER; KIRST-KOLKMAN, JUDY, L.
How much AUM does Dwm Asset Management, LLC have?
Dwm Asset Management, LLC reported $645.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Dwm Asset Management, LLC?
Disclosed owners and executives of Dwm Asset Management, LLC include JOHNSON, PETER, HALLOCK, KADDARAS, JAMES, CHRIS, DWM HOLDINGS, LLC, MARSHALL, EDWARD, ADGER, KIRST-KOLKMAN, JUDY, L.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.