DEW Wealth Management

Overview

DEW Wealth Management is an independent registered investment adviser organized as an LLC and operating as a capital allocator for individual and family clients. The firm combines wealth advisory and insurance-brokerage activities with financial planning, portfolio management for individuals and small businesses, pension consulting support, manager selection, and educational workshops. It charges clients through a mix of percentage-of-AUM fees, fixed fees and other arrangements, and identifies as an active ESG investor. DEW also engages third‑party managers when sourcing alternative investments for client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices