DW ADVISORS LLC
Legal name: DANIEL WEALTH ADVISORS
CRD #150382 SEC #801-78657 CORONA DEL MAR, CA 949-290-0747
SEC Registered
Total AUM
$339.5M
Discretionary
$332.3M
Employees
16
Clients
1
Accounts
1,086
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 8, 2018
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DANIEL, CHARLES, BRADLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 8, 2018 REGISTERED
Notice Filings (6)
CA FL NV OK TX WA
Address
2930 4TH AVENUECORONA DEL MAR, CA 92625
United States
Phone: 949-290-0747