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DEW WEALTH STRATEGIES, LLC
CLAYTON, MO
314-862-1500
SEC #801-69078Total AUM
$68.8M
Employees
3Clients
61Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
101 SOUTH HANLEY RD.
SUITE 725
CLAYTON
MO 63105
United States
SUITE 725
CLAYTON
MO 63105
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Monday - Friday
Phone
314-862-1500
Financials
Total AUM
$68.8M
Accounts
193Discretionary
$68.8M
Accounts
193Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
9AUM
$591.8K
HNW Individual Clients
42AUM
$66.7M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$664.6K
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
3AUM
$857.1K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
WEALTH MANAGEMENT/CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MO
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.