|
⚲
|
| DEW Wealth Management LLC
✚
| |
|---|---|
| CRD # | 114148 |
| SEC # | 801-108014 |
| CIK # | |
| AUM | $293.9 MM (2024-07-15) |
| Employees | 31 (68% Investors, 0% Brokers) |
| Phone | 480-614-9119 |
| Address | 8888 E Raintree Drive Scottsdale, AZ 85260 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 18.2 |
| (b) Individuals (high net worth individuals) | 131 | 275.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 511 | 293.9 |
| By Discretionary | ||
| Discretionary | 112 | 109.5 |
| Non-Discretionary | 399 | 184.4 |
| Total | 511 | 293.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 292.2 | |
| Total | 511 | 293.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Goodman Advisory Group LLC
✚
|
MA | 0.3 |
|
National Wealth Management Group LLC
✚
|
OH | 0.3 |
|
Saling Simms Associates Inc
✚
|
OH | 0.3 |
|
NS Capital LLC
✚
|
CT | 0.3 |
|
May Barnhard Investments LLC
✚
|
MD | 0.3 |
|
Mattson Financial Services LLC
✚
|
MI | 0.3 |
|
Keener Financial Planning LLC
✚
|
TX | 0.3 |
|
Sykon Capital LLC
✚
|
NY | 0.3 |
|
Vigilare Wealth Management LLC
✚
|
AZ | 0.3 |
|
Howard Wealth Management LLC
✚
|
CT | 0.3 |