DEW WEALTH MANAGEMENT, LLC
Legal name: DEW WEALTH MANAGEMENT
CRD #114148 SEC #801-108014 SCOTTSDALE, AZ 480-614-9119
SEC Registered
Total AUM
$361.9M
Discretionary
$156.3M
Employees
30
Clients
101
Accounts
664
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $361.9M | $156.3M | $205.6M | 30 | 123 |
| Oct 2025 | $361.9M | $156.3M | $205.6M | 30 | 123 |
| Oct 2025 | $361.9M | $156.3M | $205.6M | 30 | 123 |
| Sep 2025 | $361.9M | $156.3M | $205.6M | 30 | 123 |
| Aug 2025 | $361.9M | $156.3M | $205.6M | 30 | 123 |
| Aug 2025 | $361.9M | $156.3M | $205.6M | 30 | 123 |
| Apr 2025 | $361.9M | $156.3M | $205.6M | 30 | 123 |
| Mar 2025 | $361.9M | $156.3M | $205.6M | 30 | 123 |
| Mar 2025 | $361.9M | $156.3M | $205.6M | 30 | 123 |
| Feb 2025 | $293.9M | $109.5M | $184.4M | 31 | 130 |
| Oct 2024 | $293.9M | $109.5M | $184.4M | 31 | 130 |
| Oct 2024 | $293.9M | $109.5M | $184.4M | 31 | 130 |
| Jul 2024 | $293.9M | $109.5M | $184.4M | 31 | 130 |
| Jul 2024 | $293.9M | $109.5M | $184.4M | 31 | 130 |
| Jun 2024 | $293.9M | $109.5M | $184.4M | 31 | 130 |
| Jun 2024 | $293.9M | $109.5M | $184.4M | 31 | 130 |
| May 2024 | $293.9M | $109.5M | $184.4M | 31 | 130 |
| May 2024 | $293.9M | $109.5M | $184.4M | 31 | 130 |
| Apr 2024 | $293.9M | $109.5M | $184.4M | 31 | 130 |
| Mar 2024 | $293.9M | $109.5M | $184.4M | 31 | 130 |
| Mar 2024 | $293.9M | $109.5M | $184.4M | 31 | 130 |
| Feb 2024 | $293.9M | $109.5M | $184.4M | 31 | 130 |
| Feb 2024 | $293.9M | $109.5M | $184.4M | 31 | 130 |
| Jan 2024 | $250.6M | $38.8M | $211.8M | 28 | 109 |
| Jan 2024 | $250.6M | $38.8M | $211.8M | 28 | 109 |
| Jan 2024 | $250.6M | $38.8M | $211.8M | 28 | 109 |
| Dec 2023 | $250.6M | $38.8M | $211.8M | 28 | 109 |
| Dec 2023 | $250.6M | $38.8M | $211.8M | 28 | 109 |
| Dec 2023 | $250.6M | $38.8M | $211.8M | 28 | 109 |
| Dec 2023 | $250.6M | $38.8M | $211.8M | 28 | 109 |
| Nov 2023 | $250.6M | $38.8M | $211.8M | 28 | 109 |
| Nov 2023 | $250.6M | $38.8M | $211.8M | 28 | 109 |
| Oct 2023 | $250.6M | $38.8M | $211.8M | 28 | 109 |
| Oct 2023 | $250.6M | $38.8M | $211.8M | 28 | 109 |
| Sep 2023 | $250.6M | $38.8M | $211.8M | 28 | 109 |
| May 2023 | $250.6M | $38.8M | $211.8M | 28 | 109 |
| May 2023 | $250.6M | $38.8M | $211.8M | 28 | 109 |
| Mar 2023 | $250.6M | $38.8M | $211.8M | 28 | 109 |
| Mar 2023 | $250.6M | $38.8M | $211.8M | 28 | 109 |
| Feb 2023 | $242.3M | $28.4M | $214M | 13 | 100 |
| Jan 2023 | $242.3M | $28.4M | $214M | 13 | 100 |
| Jan 2023 | $242.3M | $28.4M | $214M | 13 | 100 |
| Jan 2023 | $242.3M | $28.4M | $214M | 13 | 100 |
| Jan 2023 | $242.3M | $28.4M | $214M | 13 | 100 |
| Dec 2022 | $242.3M | $28.4M | $214M | 13 | 100 |
| Nov 2022 | $242.3M | $28.4M | $214M | 13 | 100 |
| Aug 2022 | $242.3M | $28.4M | $214M | 13 | 100 |
| Aug 2022 | $242.3M | $28.4M | $214M | 13 | 100 |
| Aug 2022 | $242.3M | $28.4M | $214M | 13 | 100 |
| Aug 2022 | $242.3M | $28.4M | $214M | 13 | 100 |
| Aug 2022 | $242.3M | $28.4M | $214M | 13 | 100 |
| Jul 2022 | $242.3M | $28.4M | $214M | 13 | 100 |
| Jul 2022 | $242.3M | $28.4M | $214M | 13 | 100 |
| Jul 2022 | $242.3M | $28.4M | $214M | 13 | 100 |
| Jun 2022 | $242.3M | $28.4M | $214M | 13 | 100 |
| Jun 2022 | $242.3M | $28.4M | $214M | 13 | 100 |
| May 2022 | $242.3M | $28.4M | $214M | 13 | 100 |
| May 2022 | $242.3M | $28.4M | $214M | 13 | 100 |
| Mar 2022 | $242.3M | $28.4M | $214M | 13 | 100 |
| Mar 2022 | $242.3M | $28.4M | $214M | 13 | 100 |
| Mar 2022 | $242.3M | $28.4M | $214M | 13 | 100 |
| Jan 2022 | $178.4M | $8.2M | $170.2M | 10 | 71 |
| Jan 2022 | $178.4M | $8.2M | $170.2M | 10 | 71 |
| Jan 2022 | $178.4M | $8.2M | $170.2M | 10 | 71 |
| Sep 2021 | $178.4M | $8.2M | $170.2M | 10 | 71 |
| Sep 2021 | $178.4M | $8.2M | $170.2M | 10 | 71 |
| Sep 2021 | $178.4M | $8.2M | $170.2M | 10 | 71 |
| Jul 2021 | $178.4M | $8.2M | $170.2M | 10 | 71 |
| May 2021 | $178.4M | $8.2M | $170.2M | 10 | 71 |
| Mar 2021 | $178.4M | $8.2M | $170.2M | 10 | 71 |
| Mar 2021 | $178.4M | $8.2M | $170.2M | 10 | 71 |
| Oct 2020 | $161.3M | $6.2M | $155.1M | 6 | 26 |
| Sep 2020 | $161.3M | $6.2M | $155.1M | 6 | 26 |
| Sep 2020 | $161.3M | $6.2M | $155.1M | 6 | 26 |
| Sep 2020 | $161.3M | $6.2M | $155.1M | 6 | 26 |
| Aug 2020 | $161.3M | $6.2M | $155.1M | 6 | 26 |
| Jun 2020 | $161.3M | $6.2M | $155.1M | 6 | 26 |
| Jun 2020 | $161.3M | $6.2M | $155.1M | 6 | 26 |
| May 2020 | $161.3M | $6.2M | $155.1M | 6 | 26 |
| Mar 2020 | $161.3M | $6.2M | $155.1M | 6 | 26 |
| Jan 2020 | $137.5M | $5.6M | $132M | 5 | 18 |
| Aug 2019 | $137.5M | $5.6M | $132M | 5 | 18 |
| Mar 2019 | $137.5M | $5.6M | $132M | 5 | 18 |
| Aug 2018 | $155.4M | $5.9M | $149.4M | 5 | 15 |
| Mar 2018 | $155.4M | $5.9M | $149.4M | 5 | 15 |
| Dec 2017 | $135M | $5.3M | $129.7M | 4 | 9 |
| Aug 2017 | $135M | $5.3M | $129.7M | 5 | 200 |
| Mar 2017 | $135M | $5.3M | $129.7M | 5 | 200 |
| Jun 2016 | $106M | $0 | $106M | 4 | 200 |
| Mar 2012 | $56.1M | $0 | $56.1M | 1 | 130 |
| Feb 2012 | $56.1M | $0 | $56.1M | 1 | 130 |
| Mar 2008 | $40.3M | $0 | $40.3M | 5 | -- |
| Nov 2007 | $42M | $0 | $42M | 5 | -- |
| Nov 2007 | $42M | $0 | $42M | 5 | -- |
DateNov 2025
Total AUM$361.9M
Discretionary$156.3M
Non-Disc.$205.6M
Employees30
Clients123
DateOct 2025
Total AUM$361.9M
Discretionary$156.3M
Non-Disc.$205.6M
Employees30
Clients123
DateOct 2025
Total AUM$361.9M
Discretionary$156.3M
Non-Disc.$205.6M
Employees30
Clients123
DateSep 2025
Total AUM$361.9M
Discretionary$156.3M
Non-Disc.$205.6M
Employees30
Clients123
DateAug 2025
Total AUM$361.9M
Discretionary$156.3M
Non-Disc.$205.6M
Employees30
Clients123
DateAug 2025
Total AUM$361.9M
Discretionary$156.3M
Non-Disc.$205.6M
Employees30
Clients123
DateApr 2025
Total AUM$361.9M
Discretionary$156.3M
Non-Disc.$205.6M
Employees30
Clients123
DateMar 2025
Total AUM$361.9M
Discretionary$156.3M
Non-Disc.$205.6M
Employees30
Clients123
DateMar 2025
Total AUM$361.9M
Discretionary$156.3M
Non-Disc.$205.6M
Employees30
Clients123
DateFeb 2025
Total AUM$293.9M
Discretionary$109.5M
Non-Disc.$184.4M
Employees31
Clients130
DateOct 2024
Total AUM$293.9M
Discretionary$109.5M
Non-Disc.$184.4M
Employees31
Clients130
DateOct 2024
Total AUM$293.9M
Discretionary$109.5M
Non-Disc.$184.4M
Employees31
Clients130
DateJul 2024
Total AUM$293.9M
Discretionary$109.5M
Non-Disc.$184.4M
Employees31
Clients130
DateJul 2024
Total AUM$293.9M
Discretionary$109.5M
Non-Disc.$184.4M
Employees31
Clients130
DateJun 2024
Total AUM$293.9M
Discretionary$109.5M
Non-Disc.$184.4M
Employees31
Clients130
DateJun 2024
Total AUM$293.9M
Discretionary$109.5M
Non-Disc.$184.4M
Employees31
Clients130
DateMay 2024
Total AUM$293.9M
Discretionary$109.5M
Non-Disc.$184.4M
Employees31
Clients130
DateMay 2024
Total AUM$293.9M
Discretionary$109.5M
Non-Disc.$184.4M
Employees31
Clients130
DateApr 2024
Total AUM$293.9M
Discretionary$109.5M
Non-Disc.$184.4M
Employees31
Clients130
DateMar 2024
Total AUM$293.9M
Discretionary$109.5M
Non-Disc.$184.4M
Employees31
Clients130
DateMar 2024
Total AUM$293.9M
Discretionary$109.5M
Non-Disc.$184.4M
Employees31
Clients130
DateFeb 2024
Total AUM$293.9M
Discretionary$109.5M
Non-Disc.$184.4M
Employees31
Clients130
DateFeb 2024
Total AUM$293.9M
Discretionary$109.5M
Non-Disc.$184.4M
Employees31
Clients130
DateJan 2024
Total AUM$250.6M
Discretionary$38.8M
Non-Disc.$211.8M
Employees28
Clients109
DateJan 2024
Total AUM$250.6M
Discretionary$38.8M
Non-Disc.$211.8M
Employees28
Clients109
DateJan 2024
Total AUM$250.6M
Discretionary$38.8M
Non-Disc.$211.8M
Employees28
Clients109
DateDec 2023
Total AUM$250.6M
Discretionary$38.8M
Non-Disc.$211.8M
Employees28
Clients109
DateDec 2023
Total AUM$250.6M
Discretionary$38.8M
Non-Disc.$211.8M
Employees28
Clients109
DateDec 2023
Total AUM$250.6M
Discretionary$38.8M
Non-Disc.$211.8M
Employees28
Clients109
DateDec 2023
Total AUM$250.6M
Discretionary$38.8M
Non-Disc.$211.8M
Employees28
Clients109
DateNov 2023
Total AUM$250.6M
Discretionary$38.8M
Non-Disc.$211.8M
Employees28
Clients109
DateNov 2023
Total AUM$250.6M
Discretionary$38.8M
Non-Disc.$211.8M
Employees28
Clients109
DateOct 2023
Total AUM$250.6M
Discretionary$38.8M
Non-Disc.$211.8M
Employees28
Clients109
DateOct 2023
Total AUM$250.6M
Discretionary$38.8M
Non-Disc.$211.8M
Employees28
Clients109
DateSep 2023
Total AUM$250.6M
Discretionary$38.8M
Non-Disc.$211.8M
Employees28
Clients109
DateMay 2023
Total AUM$250.6M
Discretionary$38.8M
Non-Disc.$211.8M
Employees28
Clients109
DateMay 2023
Total AUM$250.6M
Discretionary$38.8M
Non-Disc.$211.8M
Employees28
Clients109
DateMar 2023
Total AUM$250.6M
Discretionary$38.8M
Non-Disc.$211.8M
Employees28
Clients109
DateMar 2023
Total AUM$250.6M
Discretionary$38.8M
Non-Disc.$211.8M
Employees28
Clients109
DateFeb 2023
Total AUM$242.3M
Discretionary$28.4M
Non-Disc.$214M
Employees13
Clients100
DateJan 2023
Total AUM$242.3M
Discretionary$28.4M
Non-Disc.$214M
Employees13
Clients100
DateJan 2023
Total AUM$242.3M
Discretionary$28.4M
Non-Disc.$214M
Employees13
Clients100
DateJan 2023
Total AUM$242.3M
Discretionary$28.4M
Non-Disc.$214M
Employees13
Clients100
DateJan 2023
Total AUM$242.3M
Discretionary$28.4M
Non-Disc.$214M
Employees13
Clients100
DateDec 2022
Total AUM$242.3M
Discretionary$28.4M
Non-Disc.$214M
Employees13
Clients100
DateNov 2022
Total AUM$242.3M
Discretionary$28.4M
Non-Disc.$214M
Employees13
Clients100
DateAug 2022
Total AUM$242.3M
Discretionary$28.4M
Non-Disc.$214M
Employees13
Clients100
DateAug 2022
Total AUM$242.3M
Discretionary$28.4M
Non-Disc.$214M
Employees13
Clients100
DateAug 2022
Total AUM$242.3M
Discretionary$28.4M
Non-Disc.$214M
Employees13
Clients100
DateAug 2022
Total AUM$242.3M
Discretionary$28.4M
Non-Disc.$214M
Employees13
Clients100
DateAug 2022
Total AUM$242.3M
Discretionary$28.4M
Non-Disc.$214M
Employees13
Clients100
DateJul 2022
Total AUM$242.3M
Discretionary$28.4M
Non-Disc.$214M
Employees13
Clients100
DateJul 2022
Total AUM$242.3M
Discretionary$28.4M
Non-Disc.$214M
Employees13
Clients100
DateJul 2022
Total AUM$242.3M
Discretionary$28.4M
Non-Disc.$214M
Employees13
Clients100
DateJun 2022
Total AUM$242.3M
Discretionary$28.4M
Non-Disc.$214M
Employees13
Clients100
DateJun 2022
Total AUM$242.3M
Discretionary$28.4M
Non-Disc.$214M
Employees13
Clients100
DateMay 2022
Total AUM$242.3M
Discretionary$28.4M
Non-Disc.$214M
Employees13
Clients100
DateMay 2022
Total AUM$242.3M
Discretionary$28.4M
Non-Disc.$214M
Employees13
Clients100
DateMar 2022
Total AUM$242.3M
Discretionary$28.4M
Non-Disc.$214M
Employees13
Clients100
DateMar 2022
Total AUM$242.3M
Discretionary$28.4M
Non-Disc.$214M
Employees13
Clients100
DateMar 2022
Total AUM$242.3M
Discretionary$28.4M
Non-Disc.$214M
Employees13
Clients100
DateJan 2022
Total AUM$178.4M
Discretionary$8.2M
Non-Disc.$170.2M
Employees10
Clients71
DateJan 2022
Total AUM$178.4M
Discretionary$8.2M
Non-Disc.$170.2M
Employees10
Clients71
DateJan 2022
Total AUM$178.4M
Discretionary$8.2M
Non-Disc.$170.2M
Employees10
Clients71
DateSep 2021
Total AUM$178.4M
Discretionary$8.2M
Non-Disc.$170.2M
Employees10
Clients71
DateSep 2021
Total AUM$178.4M
Discretionary$8.2M
Non-Disc.$170.2M
Employees10
Clients71
DateSep 2021
Total AUM$178.4M
Discretionary$8.2M
Non-Disc.$170.2M
Employees10
Clients71
DateJul 2021
Total AUM$178.4M
Discretionary$8.2M
Non-Disc.$170.2M
Employees10
Clients71
DateMay 2021
Total AUM$178.4M
Discretionary$8.2M
Non-Disc.$170.2M
Employees10
Clients71
DateMar 2021
Total AUM$178.4M
Discretionary$8.2M
Non-Disc.$170.2M
Employees10
Clients71
DateMar 2021
Total AUM$178.4M
Discretionary$8.2M
Non-Disc.$170.2M
Employees10
Clients71
DateOct 2020
Total AUM$161.3M
Discretionary$6.2M
Non-Disc.$155.1M
Employees6
Clients26
DateSep 2020
Total AUM$161.3M
Discretionary$6.2M
Non-Disc.$155.1M
Employees6
Clients26
DateSep 2020
Total AUM$161.3M
Discretionary$6.2M
Non-Disc.$155.1M
Employees6
Clients26
DateSep 2020
Total AUM$161.3M
Discretionary$6.2M
Non-Disc.$155.1M
Employees6
Clients26
DateAug 2020
Total AUM$161.3M
Discretionary$6.2M
Non-Disc.$155.1M
Employees6
Clients26
DateJun 2020
Total AUM$161.3M
Discretionary$6.2M
Non-Disc.$155.1M
Employees6
Clients26
DateJun 2020
Total AUM$161.3M
Discretionary$6.2M
Non-Disc.$155.1M
Employees6
Clients26
DateMay 2020
Total AUM$161.3M
Discretionary$6.2M
Non-Disc.$155.1M
Employees6
Clients26
DateMar 2020
Total AUM$161.3M
Discretionary$6.2M
Non-Disc.$155.1M
Employees6
Clients26
DateJan 2020
Total AUM$137.5M
Discretionary$5.6M
Non-Disc.$132M
Employees5
Clients18
DateAug 2019
Total AUM$137.5M
Discretionary$5.6M
Non-Disc.$132M
Employees5
Clients18
DateMar 2019
Total AUM$137.5M
Discretionary$5.6M
Non-Disc.$132M
Employees5
Clients18
DateAug 2018
Total AUM$155.4M
Discretionary$5.9M
Non-Disc.$149.4M
Employees5
Clients15
DateMar 2018
Total AUM$155.4M
Discretionary$5.9M
Non-Disc.$149.4M
Employees5
Clients15
DateDec 2017
Total AUM$135M
Discretionary$5.3M
Non-Disc.$129.7M
Employees4
Clients9
DateAug 2017
Total AUM$135M
Discretionary$5.3M
Non-Disc.$129.7M
Employees5
Clients200
DateMar 2017
Total AUM$135M
Discretionary$5.3M
Non-Disc.$129.7M
Employees5
Clients200
DateJun 2016
Total AUM$106M
Discretionary$0
Non-Disc.$106M
Employees4
Clients200
DateMar 2012
Total AUM$56.1M
Discretionary$0
Non-Disc.$56.1M
Employees1
Clients130
DateFeb 2012
Total AUM$56.1M
Discretionary$0
Non-Disc.$56.1M
Employees1
Clients130
DateMar 2008
Total AUM$40.3M
Discretionary$0
Non-Disc.$40.3M
Employees5
Clients--
DateNov 2007
Total AUM$42M
Discretionary$0
Non-Disc.$42M
Employees5
Clients--
DateNov 2007
Total AUM$42M
Discretionary$0
Non-Disc.$42M
Employees5
Clients--