David Rex Rousselot
Investment adviser representative at Dwr Wealth Management, LLC
21 yearsExperience
2 statesRegistered in
ChFC®Designation
$221.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Dwr Wealth Management, LLCJan 2005 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Dwr Wealth Management, LLC
$221.2MAssets managed
189Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2594478
- Firm CRD
- 133743