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DEW WEALTH STRATEGIES, LLC
CRD 118996 · SEC 801-69078
101 SOUTH HANLEY RD., SUITE 725, CLAYTON, MO, 63105, United States
Phone
314-862-1500
Fax
314-862-1503
Registration
— (—)
Source
State registered
Total AUM
$94.7M
Discretionary AUM
$94.7M
Team
2 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingWEALTH MANAGEMENT/CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $881K |
| High net worth individuals | 37 | $80.5M |
| Corporations/business entities | 5 | $706K |
All web addresses on file
Official SEC filing: View on IAPD