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DEW WEALTH MANAGEMENT
Legal name: DEW WEALTH MANAGEMENT, LLC
CRD 114148File 801-108014
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$464.7M
Above cohort median (national)
Discretionary AUM
$201.4M
Non-discretionary $263.3M
Clients
246
596 accounts
Employees
40
Above cohort median in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jun 24, 2016
- Principal office
- 8888 E. RAINTREE DRIVE, SUITE 110, SCOTTSDALE, AZ, 85260
- Phone
- 480-614-9119
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $464.7M
- Discretionary AUM
- $201.4M
- Non-discretionary AUM
- $263.3M
- Discretionary accounts
- 223
- Non-discretionary accounts
- 373
- Total accounts
- 596
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 209 | $450.5M |
| Individuals (other than high net worth individuals) | 37 | $14.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11B1
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.