DW Financial Inc

Overview

DW Financial Inc is a state registered investment adviser based in Anaheim, CA, registered since 2001. It reports $48M in assets under management across 103 accounts, with 3 employees. It has 2 investment adviser representatives.

Reported AUM

$48M

Discretionary

100%

Accounts

103

Average account

$466K

Employees

3

Advisory reps

2

Registered since

2001

Jurisdictions

1

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Individuals

Fee structure

Fixed Fees

Executive officers 3 of 4

• Dale Lee Woodward President CRD 5039086
• Kevin Stanley Davidson Chief Financial Officer, Treasurer CRD 2153729
• Gunilla H Davidson Shareholder CRD 5039162

1 more executive officer, with direct contact details

Advisory reps 2 of 2

• Kevin Stanley Davidson Investment Adviser Rep CRD 2153729
• Dale Lee Woodward Investment Adviser Rep CRD 5039086

Location

Headquarters

1230 N Jefferson St Ste K
Anaheim, CA 92807

County

Orange

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: dwfinancialinc.com

Every state, with registration dates

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