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| Happy Holidays!! thanks for using AUM13F!! |
| DEW Wealth Management LLC
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| CRD # | 114148 |
| SEC # | 801-108014 |
| CIK # | |
| AUM | $361.9 M (2025-04-30) |
| Employees | 30 (67% Investors, 0% Brokers) |
| Phone | 480-614-9119 |
| Address | 8888 E Raintree Drive Scottsdale, AZ 85260 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 20.6 |
| (b) Individuals (high net worth individuals) | 136 | 340.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 664 | 361.9 |
| By Discretionary | ||
| Discretionary | 192 | 156.3 |
| Non-Discretionary | 472 | 205.6 |
| Total | 664 | 361.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.2 | |
| United States Persons | 359.7 | |
| Total | 664 | 361.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Eagle Wealth Management Group Inc
✚
|
CA | 0.4 |
|
Second Half Financial Partners LLC
✚
|
FL | 0.4 |
|
Keener Financial Planning LLC
✚
|
TX | 0.4 |
|
Grove Street Fiduciary LLC
✚
|
NH | 0.4 |
|
Sterling Financial Group Inc
✚
|
CA | 0.4 |
|
Mountain Hill Investment Partners
✚
|
NJ | 0.4 |
|
Professional Financial Advisors Inc
✚
|
PA | 0.4 |
|
Rossby Financial LLC
✚
|
FL | 0.4 |
|
Sage Financial Management Group Inc
✚
|
VA | 0.4 |
|
Union Square Investment Co
✚
|
CA | 0.4 |