CRD: 118996
DEW Wealth Strategies, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-06-2002
- Office Locations
- 1
Office Locations
About DEW Wealth Strategies, LLC
DEW Wealth Strategies is an independent, fee-only RIA in the St. Louis area providing financial planning, wealth/asset management, and pension consulting for individuals and families, entrepreneurs and businesses, professionals (including physicians), and pre- and post-retirees. Client portfolios commonly use public funds and ETFs alongside municipal bond exposure, custodied at Charles Schwab.
Reported data analysis
What the numbers show
Between March 30, 2018 and July 17, 2019, reported AUM decreased 34.4%, from $104.9M to $68.8M.
Across 5 reported observations, AUM decreased 37.2% between March 13, 2015 and July 17, 2019, from $109.6M to $68.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 50 clients, or 25 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 1 reported office location and 24 years in operation. The source data was last updated on June 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full DEW Wealth Strategies, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JASON BRADLEY WOODS
Chief Compliance Officer, Managing Member, Partner, President
- CRD
- #2975273
- Ownership
- 50% but less than 75%
THOMAS GILL EBINGER
Partner, Vice President
- CRD
- #2044240
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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No contact records available.
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,680,035 | $356,608 |
| Non-Discretionary | $0 | -- |
| Total | $94,680,035 | $356,608 |
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Separately Managed Accounts
SMA allocation detail is available
DEW Wealth Strategies, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.