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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