Edward Richard Woolery
Investment adviser representative at Dst Wealth Management LLC
41 yearsExperience
4 statesRegistered in
$532.1MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
41 years in the industry.
- Dst Wealth Management LLCApr 2019 to now
- Estate Planning TeamOct 2013 to now
- Edward R. WooleryJan 1985 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 4 states (AZ, CA, FL, TX).
Dst Wealth Management LLC
$532.1MAssets managed
197Clients
5Advisers
6 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
- 6064191
- Firm CRD
- 302110