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DW FINANCIAL INC
CRD 136882
1230 N JEFFERSON, SUITE K, ANAHEIM, CA, 92807, United States
Phone
714-632-0500
Fax
714-632-0125
Registration
— (—)
Source
State registered
Total AUM
$48.0M
Discretionary AUM
$48.0M
Team
3 total employees; 1 advisory reps
Clients
101-250
Fees
Fixed fees
Org form
Corporation
Filing date
2026-05-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 103 | $48.0M |
All web addresses on file
Official SEC filing: View on IAPD