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James Patrick Dew

Chief Executive Officer, Chief Compliance OfficerDew Wealth Management, LLCCRD 2683709

About James Patrick Dew

James Patrick Dew is listed as Chief Executive Officer, Chief Compliance Officer at Dew Wealth Management, LLC in Scottsdale, AZ. Form ADV reports a beneficial ownership band of Under 5%. James Patrick Dew is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Dew Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Patrick Dew work?

James Patrick Dew is listed as Chief Executive Officer, Chief Compliance Officer at Dew Wealth Management, LLC on SEC Form ADV.

How much of Dew Wealth Management, LLC does James Patrick Dew own?

Form ADV reports a beneficial ownership band of Under 5%.

Dew Wealth Management, LLC

TitleChief Executive Officer, Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since1999
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Dew Wealth Management, LLC

TitleDirector
Ownership—
Control personYes
Since2022
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