DWR WEALTH MANAGEMENT, LLC
CRD #133743 SEC #801-122140 SAN JOSE, CA (408) 260-9600
SEC Registered
Total AUM
$179.6M
Discretionary
$178.7M
Employees
4
Clients
10
Accounts
545
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $179.6M | $178.7M | $964.8K | 4 | 6 |
| Mar 2024 | $165.7M | $164.6M | $1.1M | 4 | 4 |
| Dec 2023 | $149.8M | $148.5M | $1.3M | 3 | 14 |
| Mar 2023 | $133.3M | $126.4M | $7M | 3 | 17 |
| Apr 2022 | $137.1M | $131.4M | $5.7M | 3 | 0 |
| Apr 2022 | $137.1M | $131.4M | $5.7M | 3 | 0 |
| Apr 2022 | $137.1M | $131.4M | $5.7M | 3 | 0 |
| Apr 2022 | $137.1M | $131.4M | $5.7M | 3 | 0 |
| Jul 2021 | $129.3M | $121.6M | $7.7M | 3 | 0 |
DateMar 2025
Total AUM$179.6M
Discretionary$178.7M
Non-Disc.$964.8K
Employees4
Clients6
DateMar 2024
Total AUM$165.7M
Discretionary$164.6M
Non-Disc.$1.1M
Employees4
Clients4
DateDec 2023
Total AUM$149.8M
Discretionary$148.5M
Non-Disc.$1.3M
Employees3
Clients14
DateMar 2023
Total AUM$133.3M
Discretionary$126.4M
Non-Disc.$7M
Employees3
Clients17
DateApr 2022
Total AUM$137.1M
Discretionary$131.4M
Non-Disc.$5.7M
Employees3
Clients0
DateApr 2022
Total AUM$137.1M
Discretionary$131.4M
Non-Disc.$5.7M
Employees3
Clients0
DateApr 2022
Total AUM$137.1M
Discretionary$131.4M
Non-Disc.$5.7M
Employees3
Clients0
DateApr 2022
Total AUM$137.1M
Discretionary$131.4M
Non-Disc.$5.7M
Employees3
Clients0
DateJul 2021
Total AUM$129.3M
Discretionary$121.6M
Non-Disc.$7.7M
Employees3
Clients0