Investment adviser · CRD 118996

DEW WEALTH STRATEGIES, LLC

Investment adviser filing (IA)

CLAYTON, MO, United States · Form ADV filed Jul 17, 2019

Regulatory AUM: $68.8M
Client accounts: 193
Employees: 3
Advisory professionals: 3

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	42	$66,711,970	96.9%
Corporations & businesses	Fewer than 5	$857,099	1.2%
Charities	Fewer than 5	$664,589	1.0%
Individuals	9	$591,781	0.9%
Banks & thrifts	Fewer than 5	$0	0.0%
Retirement plans	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	Not reported	Not reported
Other investment advisers	Fewer than 5	Not reported	Not reported
Insurance companies	Fewer than 5	Not reported	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 1335045 · Jul 17, 2019 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 17, 2019. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

101 SOUTH HANLEY RD., SUITE 725
CLAYTON, MO, 63105, United States

CRD 118996

Filing source

Form ADV 1335045 · Jul 17, 2019 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.