# DEW Wealth Strategies, LLC

> DEW Wealth Strategies, LLC is a state-registered investment advisory firm in Clayton, MO, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 25, 2026.

- CRD: 118996
- Filed as: DEW WEALTH STRATEGIES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Clayton, MO
- Filing period: October 2026
- Form ADV filing dated: June 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/118996
- AdvisorCensus page: https://advisorcensus.com/firm/dew-wealth-strategies-llc-clayton-mo-118996

## Quick answers

**How is DEW Wealth Strategies, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), DEW Wealth Strategies, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is DEW Wealth Strategies, LLC located?**
DEW Wealth Strategies, LLC's principal office is in Clayton, MO, according to its Form ADV.

**Is DEW Wealth Strategies, LLC registered with the SEC or a state?**
DEW Wealth Strategies, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 118996.

**How much does DEW Wealth Strategies, LLC manage?**
DEW Wealth Strategies, LLC reports $94,680,035 in regulatory assets under management in its Form ADV filing dated June 25, 2026 (100% discretionary).

**What types of clients does DEW Wealth Strategies, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (37); individuals (other than high net worth individuals) (5); corporations or other businesses not listed above (5).

**Does DEW Wealth Strategies, LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.A(2) (felony charge in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/118996

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $94,680,035
- Discretionary: $94,680,035
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $881,438 |
| High net worth individuals | 37 | $80,527,791 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $10,224,870 |
| Charitable organizations | Fewer than 5 | $2,339,900 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $706,036 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.A(2): In the past ten years, has the firm or an advisory affiliate been charged with a felony?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/118996

### Websites listed on Form ADV (Item 1.I)
- dewwealthstrategies.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. DEW Wealth Strategies, LLC (CRD 118996): Form ADV filing data as of October 2026.