Dw Healthcare Partners
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Overview
Dw Healthcare Partners is an advisory firm located in Park City, Utah. The company manages $1.3 billion in assets under management over 12 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management (AUM). It has a small group, including 31 financial advisors. Dw Healthcare Partners does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets such as equities, options and bonds.
Dw Healthcare Partners manages all of the firm's accounts on a discretionary basis. Discretionary management is a structure in which transaction choices for the client's account are made by a portfolio manager without needing to seek the client's authorization. Dw Healthcare Partners oversees an average of $109.0 million for every customer account. The typical financial advisor at Dw Healthcare Partners manages fewer than one client account, making it one of the most individualized firms in the country.
Dw Healthcare Partners's main office is at 1413 Center Drive, Park City, Utah 84098-7401. Dw Healthcare Partners is permitted to serve clients in the state of Utah.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Dw Healthcare Partners by the Numbers
$1.3 billion
36
12
$109.0 million
Fee Structure
Financial advisory fees largely vary depending on which services the firm provides the client. However, fee types billed by Dw Healthcare Partners likely consist of any combination of the following fee structures: asset-based, performance-based or other. The company does not supply a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
Dw Healthcare Partners provides services to pooled investment vehicles. Out of its 12 customers, Dw Healthcare Partners's biggest client group by number of accounts is pooled investment vehicles. About 17% of the company's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Dw Healthcare Partners does not have any disclosures.
Please visit its Form ADV for more details.
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