Dwr Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Jose, CA. Its latest Form ADV filing, dated February 9, 2026, reports $221M in regulatory assets under management, 4 employees, and 647 accounts.
Top client segmentIndividuals represent 47.1% of total clients.
Top client categories% of clientsClients
1
Individuals
47.1%
89
2
HNWI
43.4%
82
3
Pension Plans
9.5%
18
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$221Mas of February 9, 2026
Discretionary99.2%
$219M
99% of total RAUM99.2%
Non-discretionary0.8%
$2M
1% of total RAUM0.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$221M
Total Accounts647
10Y AUM Change+$92M (+71.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee47:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.