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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- 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.
Team overview
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Accredited Investors
Asset Classes
Investment Themes
Investment Vehicles
Services
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%
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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
Total SMA Asset: $94,680,035
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,215,703,531 | 31.3% |
| U.S. Government/Agency | $1,415,785,004 | 20.0% |
| Equity - Exchange | $2,548,413,007 | 36.0% |
| Cash | $899,023,478 | 12.7% |
| Total | $7,078,925,020 | 100.0% |