|
⚲
|
| Keyboard |
| Dew Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 114148 |
| SEC # | 801-108014 |
| CIK # | |
| AUM | 464.7 M (2026-06-09) |
| Employees | 40 (60% Investors, 0% Brokers) |
| Phone | 480-614-9119 |
| Address | 8888 E Raintree Drive Scottsdale, AZ 85260 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 37 | 14.2 |
| (b) Individuals (high net worth individuals) | 209 | 450.5 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 596 | 464.7 |
| By Discretionary | ||
| Discretionary | 223 | 201.4 |
| Non-Discretionary | 373 | 263.3 |
| Total | 596 | 464.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 462.5 | |
| Total | 596 | 464.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 74 (2 non-US) |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sterling Group Wealth Management LLC
✚
|
CA | 471.3 M |
|
Kassouf Wealth Advisors LLC
✚
|
AL | 471.3 M |
|
Sand Creek Capital LLC
✚
|
ID | 471.2 M |
|
Nova Financial LLC
✚
|
AZ | 469.4 M |
|
Alliance Private Wealth LLC
✚
|
MA | 466.2 M |
|
First Citizens Asset Management Inc
✚
|
NC | 465.1 M |
|
Tufton Capital Management LLC
✚
|
MD | 463.8 M |
|
Harmony Asset Management LLC
✚
|
AZ | 462.5 M |
|
Jazz Wealth Managers Inc
✚
|
FL | 462.2 M |
|
NIA Impact Advisors LLC
✚
|
459.0 M |