# DWM Family Wealth

DWM Family Wealth is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** dwm.com

## Regulatory record

- **CRD number:** 299949
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299949

## About

DWM FAMILY WEALTH is a state-registered investment adviser with $23 million in regulatory assets under management. The firm manages $22 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Sectors

- Private Credit
- Real Estate
- Infrastructure
- Hedge Funds

## Questions

### How does DWM source proprietary deal flow?

DWM originates direct investments primarily in private credit and asset-backed lending, where the firm sources deals through its own network rather than relying exclusively on external fund managers. This proprietary sourcing model allows the firm to offer families access to non-correlated yield. The exact pipeline and originators are not publicly documented.

### Does DWM participate in fund commitments or only direct deals?

DWM uses a hybrid approach. The firm makes direct investments in private credit and real estate, but also commits capital to external hedge fund vehicles for its liquid allocation. This dual strategy allows families to access both proprietary deal flow and manager-based diversified exposure.

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- [ENVISION FINANCIAL PLANNING](https://altss.com/profile/envision-financial-planning)
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Last updated: 2026-07-06T01:24:15.585Z

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