Dawson Gonwick
Professional summary
Dawson Gonwick, CFP®, who also goes by Dawson Larry Gonwick, Daws L Gonwick, Dawson L Gonwick, is a registered financial advisor currently at MARIDEA WEALTH MANAGEMENT located in Portland, Oregon.
Dawson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Dawson has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Dawson Gonwick's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2023
Experience
March 13, 2026 - Present
MARIDEA WEALTH MANAGEMENT
September 11, 2020 - October 1, 2021
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
MARIDEA WEALTH MANAGEMENT
CRD#: 325523 / SEC#: 801-129360
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/13/2026)
Exams
Series 7TO
Date: 9/11/2020
General Securities Representative ExaminationCurrent Firm
MARIDEA WEALTH MANAGEMENT
CRD#: 325523 / SEC#: 801-129360
Contact information
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,904 |
| AUM (Assets Under Management) | $ 958,721,478 |
Red Flags
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