D
CRD: 299949
DWM Family Wealth
Castle Rock, CO
3038142349
$23.0M Total AUM
$22.0M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-28-2019
- Office Locations
- 1
Office Locations
-- Castle Rock CO
About DWM Family Wealth
DWM Family Wealth is a Castle Rock-based RIA. The firm has been operating for 7 years. Managing $23.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Jackson National Life. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
59 AVG AGE
$23.0M AVG AUM / ADVISOR
$676.5K AVG AUM / CLIENT
7.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
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Asset Classes
Zenith prime Unison Prime
Client Personas
Beacon catalyst
Investment Themes
Momentum
Investment Vehicles
Momentum Vector bridge
Services
Glacier value Radial fusion Vertex legacy Optima peak Foundation
Owner & Executives
D
DANIEL WINSTON MAURER
Chief Compliance Officer, Chief Executive Officer, Managing Member, Owner
- CRD
- #1603058
- Ownership
- 75% or more
(467) 505-9861
delta.unison@quantumcapital.com
in linkedin.com/in/oak-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,000,000 | -- |
| Non-Discretionary | $1,000,000 | -- |
| Total | $23,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,000,000
Equity - Exchange:
30.4% U.S. Government/Agency:
16.8% Municipal Bonds:
23.0% Cash:
29.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,582,096,871 | 30.4% |
| U.S. Government/Agency | $874,316,692 | 16.8% |
| Municipal Bonds | $1,196,981,185 | 23.0% |
| Cash | $1,550,871,274 | 29.8% |
| Total | $5,204,266,022 | 100.0% |