DWM Family Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
DWM Family Wealth advises individual and high‑net‑worth clients, providing asset management through a third‑party sub‑adviser, written and modular financial planning, one‑time and as‑needed consultations, and occasional educational newsletters. As of January 2026 the firm reports approximately $23 million in assets under management across 34 client relationships.
Rather than directly executing portfolios, the firm selects, conducts due diligence on, and monitors an appointed sub‑adviser that typically has discretionary trading authority and implements investment decisions. The firm’s investment work emphasizes strategic asset allocation, periodic rebalancing and a mix of fundamental and technical analysis; financial plans are delivered as advice only and do not include implementation or ongoing monitoring unless a separate asset management agreement is executed.
What is uncommon about this firm for its category is its reliance on a single, exclusive sub‑adviser (DGS Capital Management), including a disclosed fee‑sharing arrangement with that sub‑adviser and a role focused on communication and oversight rather than direct portfolio management. The firm also does not take custody of client assets or vote proxies on clients’ behalf, and it describes tailoring of services to individual client needs while leaving trade execution, custody and proxy voting to custodians or the sub‑adviser.
Client services
Expertise
Fee options
Fixed fees for financial planning and consulting services ranging from $500 to $10,000
Maximum 1% annually including Sub-Adviser fees
$250 per hour for financial planning and consulting services
Minimum fee: Minimum fee of $250 for hourly financial planning; minimum fixed fee of $500 for fixed fee financial planning Fee-only: Financial planning and consulting services offered on hourly and fixed fee basis
Main office
Castle Rock CO
Advisors at this office
1
Most active in
Colorado
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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