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
Dwm Family Wealth
By the Numbers
-
Total Assets Under Management25MILLION
-
Total Number of Accounts33ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO
Financial Advisors at Dwm Family Wealth
1
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.
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