RIA Intel›Advisers›South Carolina›DWT FINANCIAL LLC

DWT FINANCIAL LLC

Advisory

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$47K

across 13 accounts

AUM per adviser

$607K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$607K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$607K

Discretionary AUM$607K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients13

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndJanuary

Operates InSC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

13 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in SC

Closest by assets under management. All figures from Form ADV.

JOURNEY ASSET MANAGEMENT LLC

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WILLIAMS MARKET ANALYTICS, LLC

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TMFS-COLUMBIA, LLC

COLUMBIA, SC

$816K

QUANTARAXIA LLC

$350K

MARSHALL FINANCIAL LLC

$295K

KINGSMORE WEALTH MANAGEMENT, LLC

$293K

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