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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-17-2005
- Office Locations
- 2
Office Locations
About DWR Wealth Management, LLC
DWR Wealth Management is an independent, fee-only fiduciary RIA providing holistic financial planning and investment management for individuals, families, and business owners/professionals. The firm takes a lead role coordinating strategies with clients’ tax and legal advisors and focuses on unbiased, goals-based asset allocation, often using mutual funds and ETFs. Custody is reported with Fidelity/NFS; based in San Jose, CA.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RICKY DALE DUNHAM
Principal
- CRD
- #4907746
- Ownership
- 75% or more
TRACY LEE NEWQUIST
Chief Compliance Officer, Managing Partner, Wealth Advisor
- CRD
- #4338710
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $219,443,937 | $347,221 |
| Non-Discretionary | $1,740,492 | $116,033 |
| Total | $221,184,429 | $341,862 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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