DLW FINANCIAL MANAGEMENT, LLC

DLW FINANCIAL MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 166516). Regulatory assets under management: $9.3M.

Registration

• CRD: 166516
• Type: Registered investment adviser
• Phone: 612-839-2496
• Latest filing: 2026-03-24
• Regulatory AUM: $9.3M
• Discretionary AUM: $9.3M
• Clients: 1
• Accounts: 32

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166516 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search