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David Rex Rousselot

DWR Wealth Management, LLC

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About David Rex Rousselot

David Rex Rousselot is a financial advisor at DWR Wealth Management, LLC. David has been in the industry since 1995 and has a Series 6, Series 63, and Series 65 license. David has also earned the Chartered Financial Consultant designation. David's practice focuses on financial planning, portfolio management for businesses and individuals, and pension consulting. David has a strong commitment to his clients and their financial well-being.

Firm Information

David Rousselot is currently registered with DWR Wealth Management, LLC. DWR Wealth Management, LLC is a San Jose, CA-based Registered Investment Advisor (RIA) with approximately $165.7 million in assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans. They also provide selection of other advisers services. DWR Wealth Management has 4 investment adviser representatives.
DWR Wealth Management, LLC

1884 THE ALAMEDA

SAN JOSE, CA 95126

$165.73M

Assets Under Management

4

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Rousselot’s Registration & Firm History

CA

05/08/2012 - Present

DWR Wealth Management, LLC (SAN JOSE CA)

CA

03/15/2000 - 11/20/2001

NEXT ADVISORS SECURITIES (SAN JOSE CA)

AZ

10/22/1998 - 01/27/2000

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

NE

03/15/1995 - 02/21/1997

SECURITIES AMERICA, INC. (LAVISTA NE)

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Licenses & Designations

IA

Issued 07/06/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/14/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/14/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Rex Rousselot.
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