← Back to searchVisit website
DEW WEALTH MANAGEMENT
DEW WEALTH MANAGEMENT, LLC
CRD 114148 · SEC 801-108014
8888 E. RAINTREE DRIVE, SUITE 110, SCOTTSDALE, AZ, 85260, United States
Phone
480-614-9119
Fax
480-614-2288
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$464.7M
Discretionary AUM
$201.4M
Team
40 total employees; 24 advisory reps; 74 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees; PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $14.2M |
| High net worth individuals | 209 | $450.5M |
States served
AZ, AR, CA, CO, IL, IN, IA, KS, KY, MD, MI, MS, NE, NV, NC, OR, PA, UT, MO, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD