# DEW WEALTH MANAGEMENT, LLC

DEW WEALTH MANAGEMENT, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 114148
- Type: SEC-registered investment adviser
- SEC file number: 801-108014
- Location: 8888 E. RAINTREE DRIVE, SUITE 110, SCOTTSDALE, AZ, 85260
- Phone: 480-614-9119
- Latest filing: 2026-06-09
- Regulatory AUM: $464.7M
- Discretionary AUM: $201.4M
- Non-discretionary AUM: $263.3M
- Clients: 40
- Accounts: 596

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| James Patrick Dew | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER; DIRECTOR | — |
| Mimi Michelle Dew | DIRECTOR; PRESIDENT | — |
| Bryce Thomas Keffeler | DIRECTOR; MANAGING PARTNER | — |
| Alex Edward Nava | DIRECTOR | — |
| Justin Emerson Crawford | CHIEF OPERATING OFFICER | — |
| Erin Olivia Gun | TRUSTEE | — |
| Judith Heim O'Dell | TRUSTEE | — |
| DEW JAMES PATRICK | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER (+5 more) | — |
| DEW MIMI MICHELLE | DIRECTOR; PRESIDENT; TRUSTEE | — |
| Keffeler Bryce Thomas | DIRECTOR; MANAGING PARTNER; MEMBER (+1 more) | — |
| NAVA ALEX EDWARD | DIRECTOR | — |
| O'DELL JUDITH HEIM | TRUSTEE | — |
| CRAWFORD JUSTIN EMERSON | CHIEF OPERATING OFFICER; DIRECTOR OF OPERATIONS | — |


## Disclosures (12)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | criminal | — | — | — |


## Branch offices (16)

_Showing 15 of 16 offices._

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 480-614-9119 |
| — | — | 1 | 480-614-9119 |
| — | — | 1 | 480-614-9119 |
| — | — | 1 | 480-614-9119 |
| — | — | 1 | 480-614-9119 |
| — | — | 1 | 480-614-9119 |
| — | — | 1 | 480-614-9119 |
| — | — | 1 | 480-614-9119 |
| — | — | 1 | 480-614-9119 |
| — | — | 1 | 480-614-9119 |
| — | — | 1 | 480-614-9119 |
| — | — | 1 | 480-614-9119 |
| — | — | 1 | 480-614-9119 |
| — | — | 1 | 480-614-9119 |
| — | — | 1 | 480-614-9119 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114148/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114148/similar
- Related entities: https://search.stillhousedata.com/firm/114148/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114148

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.