Dwr Wealth Management, LLC

Dwr Wealth Management, LLC (CRD# 133743) is a financial advisory firm headquartered in San Jose, CA. They manage $165,734,626 in 536 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1884 The Alameda, San Jose, CA 95126
https://www.dwrwealth.com/
By the Numbers
  • Total Assets Under Management
    166
    MILLION
  • Total Number of Accounts
    536
    ACCOUNTS
  • Average Account Value
    $309,206
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting 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.

AZ, CA, TX

Financial Advisors at Dwr Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Ricky Dunham, financial advisor San Jose CA
Ricky D. Dunham
CRD#: 4907746
1884 The Alameda, San Jose, CA 95126

Ricky Dunham (CRD# 4907746) is an Investment Advisor Representative working at Dwr Wealth Management, LLC in San Jose, CA and has over 19 years of experience in the finance industry.

2
Tracy Newquist, financial advisor San Jose CA
Tracy L. Newquist
CRD#: 4338710
San Jose, CA

Tracy Newquist (CRD# 4338710) is an Investment Advisor Representative working at Dwr Wealth Management, LLC in San Jose, CA and has over 22 years of experience in the finance industry.

3
David Rousselot, financial advisor San Jose CA
David R. Rousselot
CRD#: 2594478
1884 The Alameda, San Jose, CA 95128

David Rousselot (CRD# 2594478) is an Investment Advisor Representative working at Dwr Wealth Management, LLC in San Jose, CA and has over 29 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals