DEW Wealth Strategies, LLC

RIASEC RegisteredEst. 2008

Total AUM

$94.7M

Discretionary

$94.7M

100% of AUM

Avg account

$717K

Accounts

132

Employees

Advisory reps

Firm details

Headquarters: Clayton, Missouri
CRD number: 118996
Registered since: April 10, 2008
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI85.05%
Pension & Profit Sharing Plans10.8%
Charitable Organizations2.47%
Individuals0.93%
Corporations / Businesses0.75%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

DEW Wealth Strategies, LLC is an independent registered investment advisor organized as an LLC and active since 2008. The firm is owner-operated and serves both individual and family clients as well as institutional clients. Its advisory scope includes comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm bills through a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements, which supports both ongoing wealth-management relationships and project-based engagements. DEW does not identify as an active ESG investor and is not registered as a multi-state adviser.