Dew Wealth Management
Dew Wealth Management is an SEC-registered wealth manager in Scottsdale, AZ with $464.7M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Dew Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 114148, SEC 801-108014, data through 2026-06-09.
- AUM (assets under management / regulatory AUM)
- $464.7M (2026-06-09)
- Firm type
- Wealth Manager
- Location
- Scottsdale, AZ
- Employees
- 40
- Clients
- 246
- CRD
- 114148
- Ownership
- DEW, JAMES, PATRICK; Keffeler, Bryce, Thomas; DEW, MIMI, MICHELLE; DEW HOLDINGS, INC.; CRAWFORD, JUSTIN, EMERSON
How much AUM does Dew Wealth Management have?
Dew Wealth Management reported $464.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-09).
Who owns Dew Wealth Management?
Disclosed owners and executives of Dew Wealth Management include DEW, JAMES, PATRICK, Keffeler, Bryce, Thomas, DEW, MIMI, MICHELLE, DEW HOLDINGS, INC., CRAWFORD, JUSTIN, EMERSON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.