Edward Woolery
Edward Woolery is a registered investment advisor at Dst Wealth Management LLC, based in Indian Wells, CA, with 7 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 197 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management fees are individually negotiated and will not exceed 2% annually. Fees are billed in arrears on a monthly or quarterly basis.
Fee Estimator
Location
45110 Club Drive, Suite B, Indian Wells, CA, 92210
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2026Other Business Activities
Edward is a real estate owner/broker, dedicating about 40 hours per week to normal real estate brokerage functions. He also spends a few hours per week as a team member on an estate planning team.
Employment History
Current Registrations
Dst Wealth Management LLC
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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