# DW FINANCIAL INC

DW FINANCIAL INC of ANAHEIM, CA is an SEC-registered investment adviser.

## Registration

- CRD: 136882
- Type: SEC-registered investment adviser
- Location: 1230 N JEFFERSON, ANAHEIM, CA, 92807
- Phone: 714-632-0500
- Latest filing: 2026-05-26
- Regulatory AUM: $48.0M
- Discretionary AUM: $48.0M
- Clients: 3
- Accounts: 103

## Business model

- Compensation: Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/136882/brochure
- Similar advisers: https://search.stillhousedata.com/firm/136882/similar
- Related entities: https://search.stillhousedata.com/firm/136882/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/136882

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.