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
| Title | Chief Executive Officer, Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 1999 |
Dew Wealth Management, LLC
| Title | Director |
| Ownership | — |
| Control person | Yes |
| Since | 2022 |