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David Rex Rousselot

DWR WEALTH MANAGEMENT, LLC·SAN JOSE, California
Series 6, Series 63, Series 65Clean record21 years registeredDWR WEALTH MANAGEMENT, LLC
1884 THE ALAMEDA, SAN JOSE, CA 95126CRD# 2594478Firm CRD# 133743

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Rex Rousselot · SAN JOSE, CA
Registration
CRD #2594478 · DWR WEALTH MANAGEMENT, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

DWR WEALTH MANAGEMENT, LLC
Mar 2005 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Series 65
Registration record
First registered · March 17, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DWR WEALTH MANAGEMENT, LLC
CRD 133743 · SEC 801-122140
AUM
$166M
Regulatory assets under management
Employees
4
536 client accounts
Services offered by DWR WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DWR WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does David Rex Rousselot offer?
David Rex Rousselot specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN JOSE, California for a consultation.
What are David Rex Rousselot's credentials?
David Rex Rousselot is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Rex Rousselot located?
David Rex Rousselot is based in SAN JOSE, California, working with DWR WEALTH MANAGEMENT, LLC. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.
How does David Rex Rousselot charge for services?
David Rex Rousselot's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DWR WEALTH MANAGEMENT, LLC?
DWR WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $166M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DWR WEALTH MANAGEMENT, LLC

Tracy Lee Newquist
SAN JOSE, CA
Ricky Dale Dunham
SAN JOSE, CA

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Research
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