DWR WEALTH MANAGEMENT, LLC

SAN JOSE, California·3 registered advisors·CRD# 133743

SEC# 801-1221400(408) 260-9600

01

Firm Overview

AUM

$166M

Regulatory assets under management

Employees

4

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at DWR WEALTH MANAGEMENT, LLC

3 registered advisors

David Rex Rousselot

SAN JOSE, California

Ricky Dale Dunham

SAN JOSE, California

Tracy Lee Newquist

SAN JOSE, California

05

Office Locations

SAN JOSE, California

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Data sourced from SEC Form ADV filings. DWR WEALTH MANAGEMENT, LLC (CRD# 133743) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.