AdFi
DW

DEW Wealth Management

SEC Registered
Scottsdale, AZ480-614-9119
Assets Under Management
$100M–$500M
Office Locations
1 office
Total Accounts
596

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net Worth

Leadership

James Patrick Dew
CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER
Mimi Michelle Dew
PRESIDENT
Bryce Thomas Keffeler
MANAGING PARTNER
Inc. Dew Holdings
MEMBER
Alex Edward Nava
DIRECTOR
Bryce Thomas Keffeler
DIRECTOR
Judith Heim O'dell
TRUSTEE
Mimi Michelle Dew
DIRECTOR
James Patrick Dew
DIRECTOR
Justin Emerson Crawford
DIRECTOR OF OPERATIONS

Office locations

1 office in 1 state
AZ
ScottsdaleHQ

Advisors at this firm

23 advisors in the directory

James Patrick Dew
Investment Adviser Representative
Investment Adviser Representative
Bryan David Stobb
Investment Adviser Representative
Investment Adviser Representative
Ryan Allan Cox
Investment Adviser Representative
Investment Adviser Representative
Preston Robert Weaver
Investment Adviser Representative
Investment Adviser Representative
Bryce Thomas Keffeler
Investment Adviser Representative
Investment Adviser Representative
Chase Gerald
Investment Adviser Representative
Investment Adviser Representative
Carter Brantley Bennett
Investment Adviser Representative
Investment Adviser Representative
Shaundra Yvette Patterson
Investment Adviser Representative
Investment Adviser Representative
Bryce Anthony Thompson
Investment Adviser Representative
Investment Adviser Representative
Justin Alexander Kowalski
Investment Adviser Representative
Investment Adviser Representative
Andrew Taylor Majd
Investment Adviser Representative
Investment Adviser Representative
Garrett Maurice Hittner
Investment Adviser Representative
Investment Adviser Representative
Griffin Reed Hester
Investment Adviser Representative
Investment Adviser Representative
Nicholas Joseph West
Investment Adviser Representative
Investment Adviser Representative
Alexander M Kalemba
Investment Adviser Representative
Investment Adviser Representative
Sarah Elizabeth Mendoza
Investment Adviser Representative
Investment Adviser Representative
Joshua Seth Russ
Investment Adviser Representative
Investment Adviser Representative
Grant Monroe Giardino
Investment Adviser Representative
Investment Adviser Representative
Austyn Stephen Brinkerhoff
Investment Adviser Representative
Investment Adviser Representative
Steven Michael Cosentini
Investment Adviser Representative
Investment Adviser Representative
Santiago Miguel Rosas
Investment Adviser Representative
Investment Adviser Representative
Ella Stina Radberg
Financial Professional
Jack Michael Rizzi
Investment Adviser Representative
Investment Adviser Representative

Regulatory & compliance

CRD number
#114148
SEC Number
801-108014
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Flat Fee / Other

Data as of September 8, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DEW Wealth Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
DEW Wealth Management in Scottsdale, AZ - Fees & Services