This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Assetmark · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Momentum legacyAlpha +more
- Established Date
- 03-02-2004
- Office Locations
- 16
Office Locations
About DEW Wealth Management
Dew Wealth Management is an SEC-registered RIA offering a “Fractional Family Office” for entrepreneurs and business owners, coordinating investment, tax, and risk decisions across a client’s existing advisory team. The firm emphasizes transparent flat fees with no product sales, commissions, or kickbacks, and provides a dashboard to track progress. Portfolios commonly use public funds/ETFs and municipal bonds. Named to the Inc. 5000 four years running.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JUSTIN EMERSON CRAWFORD
CHIEF OPERATING OFFICER, Director
- CRD
- --
- Ownership
- Less than 5%
JAMES PATRICK DEW
Associate Advisor, Chief Compliance Officer, Chief Executive Officer
- CRD
- #2683709
- Ownership
- Less than 5%
Signal horizon
Optima frontier quantum
- CRD
- #61190
- Ownership
- 40.8%
Showing 2 of 4 owners & executives
Unlock allContacts
CARTER BRANTLEY BENNETT
Associate Advisor
- CRD
- #6987511
Nathaniel Birkholz
Senior Advisor
- CRD
- #6625914
Prime radial
Meridian ember delta
- CRD
- #53733
Showing 2 of 28 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $201,365,023 | $902,982 |
| Non-Discretionary | $263,289,910 | $705,871 |
| Total | $464,654,933 | $779,622 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $464,654,933
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $572,784,693 | 10.7% |
| Equity - Exchange | $347,953,318 | 6.5% |
| Municipal Bonds | $1,745,119,719 | 32.6% |
| Cash | $1,434,638,296 | 26.8% |
| Other | $1,252,631,946 | 23.4% |
| Total | $5,353,127,972 | 100.0% |