DWR WEALTH MANAGEMENT, LLC
All 13F Filings
Location
San Jose, CA
CIK
0002123012
All SEC filings
View on sec.gov
Filing ID
Report Period
Holdings
Value ($000)
Form Type
Date Filed
Name
000175496026000199
Q1 2026
51
114,953,523
13F-HR
4/7/2026
DWR WEALTH MANAGEMENT, LLC
000175496026000197
Q4 2025
50
107,771,740
13F-HR
4/1/2026
DWR WEALTH MANAGEMENT, LLC