Daniel Maurer
DWM Family Wealth · Castle Rock, Colorado
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.
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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 | $23M across 34 accounts |
| SEC registration | Investment adviser representative in CO · CRD 1603058 |
| Exams passed | Series 63 (1990) · Series 65 (1995) · Series 66 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Daniel's firm compares
- DWM Family Wealth's average account is about $676,000, from its Form ADV (assets managed divided by 34 accounts).
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Questions about Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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