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DW PARTNERS, LP

NEW YORK, NY · CRD 155459 · IAPD ↗ · dwim.us · 212-751-6100

$2.27BRegulatory AUM
15Advisory reps
41Employees
0Clients
n/aPlanning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

59
April 2026 — DW PARTNERS, LP grew from 11 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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