| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryce Thomas Keffeler Control | Managing Partner | Under 5% | 2022 |
| Dew Holdings, Inc. Control | Member | Over 75% | 2022 |
| James Patrick Dew Control | Chief Executive Officer, Chief Compliance Officer | Under 5% | 1999 |
Dew Wealth Management, LLC reports $361.9 million in regulatory assets under management on its Form ADV.
Dew Wealth Management, LLC reports 30 employees.
Dew Wealth Management, LLC is based in Scottsdale, AZ and has been SEC-registered since 2016.
Dew Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 8888 E. Raintree Drive, Suite 110, Scottsdale, AZ 85260 |
| Phone | 480-614-9119 |
| Fax | 480-614-2288 |
| Office hours | M-Th 8:30a.m. - 4:30p.m.; Friday 8:30a.m. - 3:30p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
| Discretionary | $156.3M |
| Non-discretionary | $205.6M |
| Total (RAUM) | $361.9M |