# Daniel Maurer

> Daniel Maurer is a fee-only financial advisor at DWM Family Wealth in Castle Rock, Colorado. DWM Family Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-maurer/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** DWM Family Wealth
- **Based in:** Castle Rock, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $23M across 34 accounts
- **CRD:** 1603058 (https://adviserinfo.sec.gov/individual/summary/1603058)
- **SEC registration:** Investment adviser representative in CO
- **Exams passed:** Series 63 (1990), Series 65 (1995), Series 66 (2003)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Daniel Maurer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and DWM Family Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Daniel charge for financial advice?

Daniel's firm, DWM Family Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Daniel Maurer based?

Daniel Maurer is based in Castle Rock, Colorado.

### Is Daniel Maurer registered with the SEC?

Yes. Daniel Maurer is registered as an investment adviser representative in CO (CRD 1603058), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does DWM Family Wealth manage?

DWM Family Wealth reports $23M across 34 accounts in assets under management.

### How do I contact Daniel Maurer?

Contact details aren't on file yet. Search for DWM Family Wealth.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1603058): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.