DWT FINANCIAL

DWT FINANCIAL is an SEC-registered investment adviser (CRD 328377). Regulatory assets under management: $607K.

Registration

• CRD: 328377
• Type: Registered investment adviser
• Phone: 8438681185
• Latest filing: 2026-03-30
• Regulatory AUM: $607K
• Discretionary AUM: $607K
• Clients: 1
• Accounts: 13

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328377 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search