$61.5M Total AUM
$61.5M Disc. AUM
-- 3Y CAGR
1 Employees
80 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Summit timber
- Established Date
- 01-24-2013
- Office Locations
- 1
Office Locations
-- Hixson TN
About DRW Financial
DRW Financial is a fee-only RIA founded in 2013 by CFP®/CAP® David Wattenbarger. The firm delivers comprehensive financial planning and discretionary investment management, building tax-aware portfolios tailored to client goals and risk tolerance using individual stocks and bonds alongside low-cost ETFs and mutual funds (and select derivatives). Primary custodian is Charles Schwab.
Team overview
46 AVG AGE
$61.5M AVG AUM / ADVISOR
$768.8K AVG AUM / CLIENT
13.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Meridian Foundation harbor
Client Personas
Signal
Investment Themes
Wave focus
Investment Vehicles
Pioneer Focus catalyst
Services
Unison ridge Vital Beacon Frontier crest Atlas Legacy Zenith
Technology
Eagle
Owner & Executives
DAVID RANDALL WATTENBARGER JR
Managing Member - Cco, President
- CRD
- #4183339
- Ownership
- 75% or more
(744) 248-2171
harbor.pathway@vertexcapital.com
in linkedin.com/in/vertex-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,502,417 | -- |
| Non-Discretionary | $0 | -- |
| Total | $61,502,417 | -- |
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Separately Managed Accounts
Total SMA Asset: $61,502,417
Public Funds:
24.3% U.S. Government/Agency:
10.2% Cash:
25.9% Equity - Exchange:
26.9% Private Funds:
12.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $860,822,709 | 24.3% |
| U.S. Government/Agency | $361,332,989 | 10.2% |
| Cash | $917,502,393 | 25.9% |
| Equity - Exchange | $952,927,196 | 26.9% |
| Private Funds | $449,894,995 | 12.7% |
| Total | $3,542,480,282 | 100.0% |