DEW WEALTH MANAGEMENT, LLC

DEW WEALTH MANAGEMENT, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 114148). Regulatory assets under management: $464.7M.

Registration

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (13)

NameRoleLocation
James Patrick DewCHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER; DIRECTOR
Mimi Michelle DewDIRECTOR; PRESIDENT
Bryce Thomas KeffelerDIRECTOR; MANAGING PARTNER
Alex Edward NavaDIRECTOR
Justin Emerson CrawfordCHIEF OPERATING OFFICER
Erin Olivia GunTRUSTEE
Judith Heim O'DellTRUSTEE
DEW JAMES PATRICKCHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER (+5 more)
DEW MIMI MICHELLEDIRECTOR; PRESIDENT; TRUSTEE
Keffeler Bryce ThomasDIRECTOR; MANAGING PARTNER; MEMBER (+1 more)
NAVA ALEX EDWARDDIRECTOR
O'DELL JUDITH HEIMTRUSTEE
CRAWFORD JUSTIN EMERSONCHIEF OPERATING OFFICER; DIRECTOR OF OPERATIONS

Disclosures (12)

InitiatedTypeAllegationsStatusAmount
criminal

Branch offices (16)

Showing 15 of 16 offices.

CityStateEmployeesPhone
1480-614-9119
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