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DWR WEALTH MANAGEMENT, LLC

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

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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

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

Firm CRD#:

133743

SEC#:

801-122140

No. of Clients:

536

Assets under Management

$165,734,626

No. of Advisors:

4

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