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DWR WEALTH MANAGEMENT, LLC

SAN JOSE, CA · CRD 133743 · IAPD ↗ · dwrwealth.com · (408) 260-9600

$221.2MRegulatory AUM
3Advisory reps
3Employees
9Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
April 2025 — DWR WEALTH MANAGEMENT, LLC changed its website from dunhamcpas.com to dwrwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
April 2024 — DWR WEALTH MANAGEMENT, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — DWR WEALTH MANAGEMENT, LLC now reports custody of client assets ($9.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.