DEW WEALTH STRATEGIES, LLC
CRD #118996 SEC #801-69078 CLAYTON, MO 314-862-1500
SEC Registered
Total AUM
$68.8M
Discretionary
$68.8M
Employees
3
Clients
1
Accounts
193
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2019 | $68.8M | $68.8M | $0 | 3 | 0 |
| Jun 2019 | $68.8M | $68.8M | $0 | 3 | 0 |
| Mar 2019 | $68.8M | $68.8M | $0 | 3 | 0 |
| Mar 2018 | $104.9M | $104.9M | $0 | 3 | 1 |
| Oct 2017 | $111.9M | $111.9M | $0 | 4 | 78 |
| Mar 2017 | $111.9M | $111.9M | $0 | 4 | 26 |
| May 2016 | $110.7M | $110.7M | $0 | 4 | 26 |
| Mar 2016 | $110.7M | $110.7M | $0 | 4 | 26 |
| Mar 2015 | $109.6M | $109.6M | $0 | 4 | 26 |
| Mar 2014 | $101.9M | $101.9M | $0 | 4 | 26 |
| Mar 2013 | $105.9M | $105.9M | $0 | 4 | 26 |
| Mar 2012 | $104.2M | $104.2M | $0 | 1 | 26 |
| Mar 2011 | $111.2M | $111.2M | $0 | 5 | -- |
| Mar 2010 | $118.1M | $118.1M | $0 | 5 | -- |
| Feb 2009 | $81M | $81M | $0 | 5 | -- |
DateJul 2019
Total AUM$68.8M
Discretionary$68.8M
Non-Disc.$0
Employees3
Clients0
DateJun 2019
Total AUM$68.8M
Discretionary$68.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$68.8M
Discretionary$68.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$104.9M
Discretionary$104.9M
Non-Disc.$0
Employees3
Clients1
DateOct 2017
Total AUM$111.9M
Discretionary$111.9M
Non-Disc.$0
Employees4
Clients78
DateMar 2017
Total AUM$111.9M
Discretionary$111.9M
Non-Disc.$0
Employees4
Clients26
DateMay 2016
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees4
Clients26
DateMar 2016
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees4
Clients26
DateMar 2015
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees4
Clients26
DateMar 2014
Total AUM$101.9M
Discretionary$101.9M
Non-Disc.$0
Employees4
Clients26
DateMar 2013
Total AUM$105.9M
Discretionary$105.9M
Non-Disc.$0
Employees4
Clients26
DateMar 2012
Total AUM$104.2M
Discretionary$104.2M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$111.2M
Discretionary$111.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$81M
Discretionary$81M
Non-Disc.$0
Employees5
Clients--