# DWR Wealth Management

DWR Wealth Management is a Bank / Wealth / Trust based in San Jose, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Jose, United States
- **Region:** North America
- **Address:** San Jose, CA, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** dwrwealth.com
- **LinkedIn:** https://www.linkedin.com/company/dwr-wealth-management-llc

## Regulatory record

- **CRD number:** 133743
- **SEC file number:** 801-122140
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-09T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/133743

## About

DWR Wealth Management was established in 2005 as a San Jose-based wealth manager and registered investment advisor. The firm supplies investment advisory services that cover financial planning, retirement planning, and portfolio management. It serves individuals, high-net-worth individuals, corporations, and charitable organizations. No specific asset-class allocations, named portfolio holdings, or geographic deployment details appear in available records. No team size, additional offices, or adjacent vehicles are disclosed. No operational events from the last 24 months are recorded. The firm functions as a standard RIA without evident structural differentiators such as proprietary sourcing channels or hybrid fund vehicles.

## Questions

### Who runs investment decisions at DWR Wealth Management?

No named principals or investment committee members are disclosed in public records.

### Does DWR Wealth Management participate in fund commitments or only direct deals?

Public information does not specify whether the firm uses fund commitments, direct investments, or other structures.

### What investment stages does DWR Wealth Management typically target?

The firm provides portfolio management and planning services; no stage preferences are stated.

## Related profiles

- [DWP Investments](https://altss.com/profile/dwp-investments)

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Last updated: 2026-06-03T20:00:00.000Z

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