AdvisorOS Directory
Claim Profile
Unclaimed Profile
EW

Edward Richard Woolery

DST WEALTH MANAGEMENT LLC·INDIAN WELLS, California
SIE, Series 22, Series 63, Series 657 years registeredDST WEALTH MANAGEMENT LLC
45110 CLUB DRIVE, INDIAN WELLS, CA 92210CRD# 6064191Firm CRD# 302110

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward Richard Woolery · INDIAN WELLS, CA
Registration
CRD #6064191 · DST WEALTH MANAGEMENT LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

DST WEALTH MANAGEMENT LLC
May 2019 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 22
Series 63
Series 65
Registration record
First registered · May 31, 2019
Years registered · 7
03

Disclosure History

2026Customer Dispute·Pending

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

04

Firm Overview

Firm
DST WEALTH MANAGEMENT LLC
CRD 302110 · SEC 801-118242
AUM
$405M
Regulatory assets under management
Employees
7
664 client accounts
Services offered by DST WEALTH MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at DST WEALTH MANAGEMENT LLC →
Introduction

Speak with Edward

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Edward is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in INDIAN WELLS?

Browse all registered financial advisors in INDIAN WELLS, California or claim this profile if it's yours.

Browse INDIAN WELLS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Edward Richard Woolery offer?
Edward Richard Woolery specializes in Investment Management. Contact their office in INDIAN WELLS, California for a consultation.
What are Edward Richard Woolery's credentials?
Edward Richard Woolery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Richard Woolery located?
Edward Richard Woolery is based in INDIAN WELLS, California, working with DST WEALTH MANAGEMENT LLC. Their office serves clients in the INDIAN WELLS metropolitan area and surrounding communities.
How does Edward Richard Woolery charge for services?
Edward Richard Woolery's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DST WEALTH MANAGEMENT LLC?
DST WEALTH MANAGEMENT LLC has approximately 7 employees and manages $405M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in INDIAN WELLS, California

Brette Helbig Maclean
MACLEAN CAPITAL ADVISORS, LLC·INDIAN WELLS, CA
Mark Lee Hayek
HMM GROUP LLC·INDIAN WELLS, CA
Christian A Maclean
MACLEAN CAPITAL ADVISORS, LLC·INDIAN WELLS, CA
CFA
Michael John Mcconnell
HMM GROUP LLC·INDIAN WELLS, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile