← Back to searchVisit website
DNA FINANCIAL
DWJ, LLC
CRD 323069
9550 S EASTERN AVE., STE. 253, LAS VEGAS, NV, 89123, United States
Phone
(702) 750-2222
Fax
(866) 572-1785
Registration
— (—)
Source
State registered
Total AUM
$1.3M
Discretionary AUM
$1.3M
Team
2 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)SAAS SUBSCRIPTION SERVICE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $1.3M |
| Corporations/business entities | 1 | $33K |
All web addresses on file
Official SEC filing: View on IAPD