Dew Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated March 5, 2026, reports $465M in regulatory assets under management, 40 employees, 16 offices, and 596 accounts.
Assets Under Management
$465M
Employees
40
Offices
16 offices
Total Clients
246
Primary office
SCOTTSDALE, AZ
8888 E. RAINTREE DRIVE, SUITE 110, SCOTTSDALE, AZ, United States
Top client segmentHNWI represent 85.0% of total clients.
Top client categories% of clientsClients
1
HNWI
85.0%
209
2
Individuals
15.0%
37
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$465Mas of March 5, 2026
Discretionary43.3%
$201M
43% of total RAUM43.3%
Non-discretionary56.7%
$263M
57% of total RAUM56.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$465M
Total Accounts596
10Y AUM Change+$330M (+244.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees40
Clients per Employee6:1
10Y Employee Change+35 (+700.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.