Data / Investment advisers / Arizona / Dew Wealth Management
Dew Wealth Management, Scottsdale, AZ: $465 million AUM, SEC registered investment adviser
Dew Wealth Management is an SEC registered investment adviser with its main office in Scottsdale, Arizona and reports $465 million in regulatory assets under management in its Form ADV filed September 8, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management, fixed fees and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 114148
- SEC file number
- 801-108014
- SEC status
- Approved, effective June 24, 2016
- Legal name
- Dew Wealth Management, LLC
- Main office
- 8888 E. Raintree Drive Suite 110, Scottsdale, AZ 85260
- Phone
- (480) 614-9119
- Regulatory AUM
- $464,654,933 in the Form ADV filed September 8, 2026
- Discretionary AUM
- $201,365,023
- Non discretionary AUM
- $263,289,910
- Accounts
- 596
- Employees
- 36, of which 24 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Other offices
- 16
- Form ADV Item 11 disclosures
- Reported: criminal actions
- Latest Form ADV filing
- September 8, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 209 | $450.5 million |
| Individuals (other than high net worth individuals) | 37 | $14.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $464.7 million | March 5, 2026 |
| December 1, 2025 | $361.9 million | November 12, 2025 |
Other advisers in Scottsdale
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Able Financial Group, LLC | Scottsdale | $732.9 million | Not listed | adviserinfo.sec.gov |
| Asset Growth Solutions, LLC | Scottsdale | $702.7 million | Not listed | adviserinfo.sec.gov |
| Mulholland Wealth Advisors, LLC | Scottsdale | $611.7 million | Not listed | adviserinfo.sec.gov |
| Pinnacle Peak Private Client Group, LLC | Scottsdale | $481.1 million | Not listed | adviserinfo.sec.gov |
| Juncture Wealth Strategies, LLC | Scottsdale | $473.6 million | Not listed | adviserinfo.sec.gov |
| Harmony Asset Management LLC | Scottsdale | $462.5 million | Not listed | adviserinfo.sec.gov |
| Social Leverage Advisors, LLC | Scottsdale | $443.7 million | 11 | adviserinfo.sec.gov |
| Heritage Family Offices, LLP | Scottsdale | $423.3 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Scottsdale, AZ
- Investment advisers in Arizona
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Dew Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.