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 adviser organized as an LLC and SEC-registered since 2008. The firm is owner-operated and works with both individual & family clients and institutional accounts. Service offerings emphasize financial planning and discretionary portfolio management across households, small businesses and institutional clients; the firm also lists pension consulting among its advisory activities. Compensation is flexible, including percentage-of-AUM arrangements as well as hourly and fixed-fee engagements. DEW does not describe itself as an active ESG investor and is not designated a capital allocator.