DEW WEALTH MANAGEMENT

RIASEC RegisteredEst. 2016

Total AUM

$465M

Discretionary

$201M

43% of AUM

Avg account

$780K

Accounts

596

Employees

Advisory reps

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 114148
Registered since: June 24, 2016
Website: dewwealth.com
Custodians: ASSETMARK TRUST CO., CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI96.94%
Individuals3.06%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

DEW Wealth Management is an independent registered investment adviser organized as an LLC and registered with the SEC since 2016. The firm identifies itself as a capital allocator serving individual and family clients, combining fee-based portfolio management with financial planning and educational programming. Its fee arrangements include percentage-of-AUM billing, fixed fees and other structures. DEW also operates as an insurance broker and lists advisory services that include portfolio management for individuals and small businesses, pension consulting support, selection of outside advisers, and client workshops. The firm reports being an active ESG investor.