Dew Wealth Management
Dew Wealth Management (CRD# 114148) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $134,957,473 in 503 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management135MILLION
Total Number of Accounts503ACCOUNTS
Average Account Value$268,305
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, NE
James Dew (CRD# 2683709) is an Investment Advisor Representative working at Dew Wealth Management in Scottsdale, AZ and has over 22 years of experience in the finance industry. James Dew has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.