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| Happy Holidays!! thanks for using AUM13F!! |
| DEW Point Capital Inc
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|---|---|
| CRD # | 305010 |
| SEC # | 801-122323 |
| CIK # | |
| AUM | $366.6 M (2025-04-29) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 410-258-2174 |
| Address | 7080 Hollywood Blvd Los Angeles, CA 90028 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 345 | 81.9 |
| (b) Individuals (high net worth individuals) | 100 | 250.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 105 | 33.0 |
| (h) Charitable organizations | 0 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 919 | 366.6 |
| By Discretionary | ||
| Discretionary | 909 | 362.1 |
| Non-Discretionary | 10 | 4.6 |
| Total | 919 | 366.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 366.6 | |
| Total | 919 | 366.6 |
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|---|---|---|
|
Schorn Wealth LLC
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|
FL | 0.4 |
|
PFS Partners LLC
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NJ | 0.4 |
|
Wealth Navigation LLC
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UT | 0.4 |
|
55 North Private Wealth LLC
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FL | 0.4 |
|
Robinswood Financial LLC
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WA | 0.4 |
|
Congress Park Capital LLC
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NY | 0.4 |
|
Financial Consultants & Advisory Corporation
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|
IN | 0.4 |
|
Exeter Financial LLC
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|
AZ | 0.4 |
|
KKM Financial LLC
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|
IL | 0.4 |
|
Mascagni Wealth Management Inc
✚
|
MS | 0.4 |