Dwm Family Wealth

Dwm Family Wealth (CRD# 299949) is a financial advisory firm headquartered in , . They manage $25,000,000 in 33 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $757,576
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Dwm Family Wealth
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Maurer, financial advisor Castle Rock CO
Daniel W. Maurer
CRD#: 1603058
Castle Rock, CO

Daniel Maurer (CRD# 1603058) is an Investment Advisor Representative working at Dwm Family Wealth in Castle Rock, CO and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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