Dwr Wealth Management, LLC

CRD 133743 · San Jose, CA · $221.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 133743
SEC number: 801-122140
Firm type: RIA
Assets under management: $221.2M as of Feb 9, 2026
Website: www.dwrwealth.com ↗
Phone: (408) 260-9600
Address: 1884 The Alameda, San Jose, CA, 95126

Advisors at this firm

4 in our index · page 1 of 1

Ricky Dale DunhamCRD 4907746 · San Jose, CA

IA Registered
Daniel Leonard DunhamCRD 7892052 · San Jose, CA

IA Registered
Tracy Lee NewquistCRD 4338710 · San Jose, CA

IA RegisteredRegistration inactive
David Rex RousselotCRD 2594478 · San Jose, CA

IA Registered

Source & corrections

Where this page comes from

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