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Dew Wealth Management

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Assets Under Management

$361.9M

Number of Clients

176

Number of Advisors

21

Average Client AUM

$2.1M

AUM per Advisor

$17.2M

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

About This Firm

Dew Wealth Management provides investment advisory services, financial planning, and consulting to individuals, high-net-worth individuals, pension plans, and charitable organizations. Services include Family Office Assessments, FFO Essentials, Wealth Builder, Wealth Accelerator, Virtual Family Office, and Maintenance Mode programs. They also offer standalone financial planning and retirement consulting.

Fee Structure

Financial Planning:Investment management only
Areas of Practice
Retirement PlanningEstate PlanningInsurance PlanningTax PlanningInvestment ManagementBusiness OwnersHigh Net Worth
Location

8888 E. Raintree Drive, Suite 110, Scottsdale, AZ, 85260

21 Advisors at this firm

AK
Alexander M Kalemba
AM
Andrew Taylor Majd
AB
Austyn Stephen Brinkerhoff
BS
CFP
Bryan David Stobb
BT
CFP
Bryce Anthony Thompson
BK
CFP · ChFC
Bryce Thomas Keffeler
CB
CFP
Carter Brantley Bennett
GH
Garrett Maurice Hittner
GG
CFP
Grant Monroe Giardino
JD
CFP · ChFC
James Patrick Dew
JR
CFP
Joshua Seth Russ
JK
Justin Alexander Kowalski
KQ
CFP
Kolton Kirk Quitno
NB
Nathaniel Birkholz
NW
CFP
Nicholas Joseph West
PW
CFP
Preston Robert Weaver
RC
CFP
Ryan Allan Cox
SR
Santiago Miguel Rosas
SW
Sarah Elizabeth Waldren
SP
Shaundra Yvette Patterson
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