Dew Wealth Management, LLC
● SEC registered since 2016CRD 114148SEC# 801-108014Scottsdale, AZ
Reg. AUM
$464.7M
Employees
40
Accounts
596
Location
Scottsdale, AZ
Dew Wealth Management, LLC assets under management
Dew Wealth Management, LLC is an SEC-registered investment adviser based in Scottsdale, AZ. The firm has been registered since 2016. It reports $464.7 million in regulatory assets under management and employs 40 people.
Dew Wealth Management, LLC owners & executives
10 reported| 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 |
| Justin Emerson Crawford Control | Chief Operating Officer | Under 5% | 2022 |
| Mimi Michelle Dew Control | President | Under 5% | 2017 |
| Alex Edward Nava Control | Director | — | 2022 |
| Bryce Thomas Keffeler Control | Director | — | 2022 |
| Erin Olivia Gun Control | Trustee | — | 2024 |
| James Patrick Dew Control | Director | — | 2022 |
| Mimi Michelle Dew Control | Director | — | 2022 |
Frequently asked questions
How much does Dew Wealth Management, LLC manage?
Dew Wealth Management, LLC reports $464.7 million in regulatory assets under management on its Form ADV.
How many employees does Dew Wealth Management, LLC have?
Dew Wealth Management, LLC reports 40 employees.
Where is Dew Wealth Management, LLC located?
Dew Wealth Management, LLC is based in Scottsdale, AZ and has been SEC-registered since 2016.
Does Dew Wealth Management, LLC disclose fund performance?
Dew Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$464.7M▲ 58%
Feb '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,306 advisers
EmployeesTop 14%
More than 86% of 16,824 advisers
Assets under management
$464.7Mregulatory AUM
Discretionary $201.4MNon-discretionary $263.3M