DWM FAMILY WEALTH

DWM FAMILY WEALTH is an SEC-registered investment adviser (CRD 299949). Regulatory assets under management: $23.0M.

Registration

• CRD: 299949
• Type: Registered investment adviser
• Phone: 303-814-2349
• Latest filing: 2026-01-07
• Regulatory AUM: $23.0M
• Discretionary AUM: $22.0M
• Non-discretionary AUM: $1.0M
• Clients: 1
• Accounts: 34

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299949 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search