Dew Wealth Strategies, Llc
- Regulatory AUM
- $94.7M
- Discretionary
- $94.7M
- Clients
- 47
- Avg AUM / client
- $2.0M
- Accounts
- 132
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5 | $881K | 0.93% |
| High net worth individuals | 37 | $80.5M | 85.1% |
| Pension and profit sharing plans | 0 | $10.2M | 10.8% |
| Charitable organizations | 0 | $2.3M | 2.47% |
| Corporations and other businesses | 5 | $706K | 0.75% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Nisa Investment Advisors, Llc Profit Sharing Plan Nisa Investment Advisors, Llc | 2024 | |
| West County Radiological Group, Inc. Profit Sharing Plan West County Radiological Group, Inc | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jason Bradley Woods | President, Managing Member & Chief Compliance Officer | CFP | Jan 2002 (25y) | 50% – 75% |
| Thomas Gill Ebinger | Vice President & Member | Jan 2002 (25y) | 25% – 50% | |
| Guntli, Matthew, Thomas | Vice President & Member | Aug 2008 (18y) | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Nisa Investment Advisors, Llc Profit Sharing Plan | Nisa Investment Advisors, Llc | 388 | $124M | 01/01/2024 |
| West County Radiological Group, Inc. Profit Sharing Plan | West County Radiological Group, Inc | 153 | $83.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/25/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $94.7M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 25, 2026.
View current Form ADV (SEC/IAPD) ↗