Dwr Wealth Management, LLC

Dwr Wealth Management, LLC (CRD# 133743) is a financial advisory firm headquartered in San Jose, CA. They manage $81,798,818 in 460 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    460
    ACCOUNTS
  • Average Account Value
    $177,824
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Dwr Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Robert C. Arne
CRD#: 2632314
1884 The Alameda, San Jose, CA 95126
96
Wealthminder
score

Robert Arne (CRD# 2632314) is an Investment Advisor Representative working at Dwr Wealth Management, LLC in San Jose, CA and has over 21 years of experience in the finance industry. Robert Arne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David R. Rousselot
CRD#: 2594478
1884 The Alameda, San Jose, CA 95128
96
Wealthminder
score

David Rousselot (CRD# 2594478) is an Investment Advisor Representative working at Dwr Wealth Management, LLC in San Jose, CA and has over 21 years of experience in the finance industry.

3
Ricky D. Dunham
CRD#: 4907746
1884 The Alameda, San Jose, CA 95126
93
Wealthminder
score

Ricky Dunham (CRD# 4907746) is an Investment Advisor Representative working at Dwr Wealth Management, LLC in San Jose, CA and has over 11 years of experience in the finance industry.

4
John W. Wedgwood
CRD#: 1070350
1884 The Alameda, San Jose, CA 95126
93
Wealthminder
score

John Wedgwood (CRD# 1070350) is an Investment Advisor Representative working at Dwr Wealth Management, LLC in San Jose, CA and has over 30 years of experience in the finance industry.

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