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DWYER FINANCIAL, LLC
CRD 288470
2615 N. FOURTH ST. #5, FLAGSTAFF, AZ, 86004, United States
Phone
928-774-7679
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$53.6M
Discretionary AUM
$53.6M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES FROM THIRD-PARTY MANAGERS
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersFINANCIAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 89 | $16.8M |
| High net worth individuals | 35 | $34.2M |
All web addresses on file
Official SEC filing: View on IAPD