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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- PeakTimber +more
- Established Date
- 03-21-2011
- Office Locations
- 2
Office Locations
About DWP Investment Management, LLC
DWP Investment Management is an Austin, TX fee-only fiduciary wealth manager providing comprehensive financial planning, in-house portfolio management, and business consulting for individuals, families, and small business owners focused on long-term goals. Led by Daniel Payne, CFA, the firm coordinates planning and investing under one strategy, with portfolios managed completely in-house and supported by partners such as Charles Schwab, Orion, and Nitrogen for implementation and risk oversight.
Team overview
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Investment Themes
Investment Vehicles
Platform
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Owner & Executives
DANIEL WILLIAM PAYNE
Chief Compliance Officer, Managing Member, Principal
- CRD
- #5573698
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Pamela S Scheppele
--
- CRD
- #5409028
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,843,328 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,843,328 | -- |
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Separately Managed Accounts
Total SMA Asset: $66,843,328
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $434,109,111 | 18.5% |
| Public Funds | $255,772,395 | 10.9% |
| Cash | $359,019,967 | 15.3% |
| U.S. Government/Agency | $1,297,634,262 | 55.3% |
| Total | $2,346,535,735 | 100.0% |