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DEW WEALTH MANAGEMENT
8888 E. Raintree Drive
Suite 110
Scottsdale, Arizona 85260
Tel: 480-614-9119
About DEW WEALTH MANAGEMENT
DEW WEALTH MANAGEMENT, formally registered with the SEC as DEW WEALTH MANAGEMENT. The firm was established in 06/24/2016. They have over 12 offices throughout the country.
DEW WEALTH MANAGEMENT is a Scottsdale, Arizona based Financial Planning firm with nearly $293,870,662 assets under management, offering retirement planning & investment advisory services to 511 clients. The firm is staffed with 31 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 114148 |
| SEC# | 801-108014 |
| Assets Managed by Firm | $293,870,662 |
| No. of Clients | 511 |
| No. of Advisors | 31 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
- Other (PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 511 | $293,870,662 |
| Individuals (other than high net worth individuals) | 64 | $18,155,858 |
| High net worth individuals | 131 | $275,672,441 |
| Charitable organizations | Fewer than 5 clients | $42,363 |
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