President · DEW Wealth Management
Mimi M. Dew
CRD 7232993 · Named on Form ADV at one SEC-registered adviser
At a glance
DEW Wealth Management, an SEC-registered wealth manager based in Scottsdale, AZ with $465 million in regulatory assets, lists Mimi M. Dew on its Form ADV as President, a control person.
Firms and roles
- DEW Wealth ManagementPresidentWealth manager · Scottsdale, AZ · $465M in regulatory assets
AtlasMembers
Mimi’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- James P. DewChief Executive Officer, Chief Compliance Officer, DEW Wealth Management
- Bryce T. KeffelerManaging Partner, DEW Wealth Management
- Justin E. CrawfordChief Operating Officer, DEW Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mimi’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.