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Dew Wealth Management
Dew Wealth Management was founded in 1999 by Jim Dew in Scottsdale, Arizona. The firm functions as a multi-family office offering wealth management to business...
Dew Wealth Management
Dew Wealth Management was founded in 1999 by Jim Dew in Scottsdale, Arizona. The firm functions as a multi-family office offering wealth management to business owners and entrepreneurs. It emphasizes fiduciary coordination rather than product sales. The firm allocates across real estate, private equity, hedge funds, and commodities. It runs a direct deal program that includes commercial real estate syndications and fractional ownership structures. Geographic exposure centers on North America with additional activity in private credit and philanthropic vehicles. No specific portfolio holdings or co-investors are publicly named in available records. Team size and employee count remain undisclosed. The firm maintains its headquarters in Scottsdale and lists service providers including Monday.com for CRM and Voya for retirement administration. No additional offices or adjacent vehicles such as foundations appear in the record. No operational events from the last 24 months are documented. The firm is structured as an SEC-registered RIA operating a retainer-based fractional family office model for high-revenue business owners. This setup allows clients access to coordinated advisory without maintaining an internal family office infrastructure.
General information
Firm type
Multi Family Office
Year founded
1999
Location
Region
North America
Country
United States
City
Clayton
Corporate office
8888 East Raintree Drive Suite 110, Scottsdale, AZ, United States
Principals
Jim Dew
Principal
Bryce Keffeler
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Dew Wealth Management?
Jim Dew and Bryce Keffeler serve as principals. Both hold multiple professional designations including CFP and ChFC.
How does Dew Wealth Management source proprietary deal flow?
The firm operates a direct deal program and client mastermind events. It coordinates access to real estate syndications and alternative investments for its clients.
Is Dew Wealth Management structured as a single family office or does it operate more like a venture firm?
It functions as a multi-family office using a fractional model. The structure serves multiple entrepreneurial families rather than a single lineage.
Does Dew Wealth Management participate in fund commitments or only direct deals?
Records indicate activity in both fund-of-funds vehicles and direct real estate syndications. Specific commitment sizes are not disclosed.
Where does the underlying wealth come from?
The firm serves clients who have completed business exits. One documented case involved guidance during a $1.6 billion sale to Blackstone.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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