Dew Wealth Management

Dew Wealth Management (CRD# 114148) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $293,870,662 in 511 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    294
    MILLION
  • Total Number of Accounts
    511
    ACCOUNTS
  • Average Account Value
    $575,089
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IA, IL, IN, MD, MI, MO, NE, NH, NJ, NV, NY, OH, TX, UT, WA

Financial Advisors at Dew Wealth Management
Showing 1 - 10 of 10 top financial advisors.
1
Ryan A. Cox
CRD#: 6332343
8888 E. Raintree Drive, Suite 110, Scottsdale, AZ 85260

Ryan Cox (CRD# 6332343) is an Investment Advisor Representative working at Dew Wealth Management in Scottsdale, AZ and has over 7 years of experience in the finance industry.

2
James P. Dew
CRD#: 2683709
8888 E. Raintree Drive, Suite 110, Scottsdale, AZ 85260

James Dew (CRD# 2683709) is an Investment Advisor Representative working at Dew Wealth Management in Scottsdale, AZ and has over 28 years of experience in the finance industry.

3
Bryce T. Keffeler
CRD#: 6847254
8888 E. Raintree Drive, Suite 110, Scottsdale, AZ 85260

Bryce Keffeler (CRD# 6847254) is an Investment Advisor Representative working at Dew Wealth Management in Scottsdale, AZ and has over 6 years of experience in the finance industry.

4
Nathaniel Birkholz
CRD#: 6625914
8888 E. Raintree Drive, Suite 110, Scottsdale, AZ 85260

Nathaniel Birkholz (CRD# 6625914) is an Investment Advisor Representative working at Dew Wealth Management in Scottsdale, AZ and has over 7 years of experience in the finance industry.

5
Grant M. Giardino
CRD#: 7593960
Saint Louis, MO

Grant Giardino (CRD# 7593960) is an Investment Advisor Representative working at Dew Wealth Management in Saint Louis, MO and has 1 year of experience in the finance industry.

6
Andrew T. Majd
CRD#: 7124700
8888 E. Raintree Drive, Suite 110, Scottsdale, AZ 85260

Andrew Majd (CRD# 7124700) is an Investment Advisor Representative working at Dew Wealth Management in Scottsdale, AZ and has over 3 years of experience in the finance industry.

7
Shaundra Y. Patterson
CRD#: 7083956
8888 E. Raintree Drive, Suite 110, Scottsdale, AZ 85260

Shaundra Patterson (CRD# 7083956) is an Investment Advisor Representative working at Dew Wealth Management in Scottsdale, AZ and has over 4 years of experience in the finance industry.

8
Santiago M. Rosas
CRD#: 7720464
8888 E. Raintree Drive, Suite 110, Scottsdale, AZ 85260

Santiago Rosas (CRD# 7720464) is an Investment Advisor Representative working at Dew Wealth Management in Scottsdale, AZ and has 1 year of experience in the finance industry.

9
Anders J. Skagerberg
CRD#: 7158801
8888 E. Raintree Drive, Suite 110, Scottsdale, AZ 85260

Anders Skagerberg (CRD# 7158801) is an Investment Advisor Representative working at Dew Wealth Management in Scottsdale, AZ and has over 4 years of experience in the finance industry.

10
Sarah E. Waldren
CRD#: 7415056
8888 E. Raintree Drive, Suite 110, Scottsdale, AZ 85260

Sarah Waldren (CRD# 7415056) is an Investment Advisor Representative working at Dew Wealth Management in Scottsdale, AZ and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.