DWR WEALTH MANAGEMENT, LLC of SAN JOSE, CA is an SEC-registered investment adviser (CRD 133743). Regulatory assets under management: $221.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| David Rex Rousselot | MEMBER | — |
| Ricky Dale Dunham | MEMBER | — |
| Tracy Lee Newquist | MEMBER, CHIEF COMPLIANCE OFFICER | — |
| NEWQUIST TRACY LEE | MANAGING MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER | — |
| ROUSSELOT DAVID REX | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER; MEMBER | — |
| DUNHAM RICKY DALE | MANAGING MEMBER; MEMBER | — |