Bryce Keffeler has been Managing Partner of Dew Wealth Management since November 2022, is a control person of the firm and directly owns under 5% of it. Bryce Keffeler holds a Bachelor of Science in Finance and Entrepreneurship from the University of Arizona and an MBA from Arizona State University.
Dew Wealth Management, LLC is a Scottsdale, AZ firm with $465M under management, 246 clients and 24 advisers across 17 offices, as of its September 2026 filing.
Bryce Keffeler is Managing Partner of Dew Wealth Management. He leads the firm's day-to-day operations and has built and scaled both its advisory and investment consulting divisions. Before joining Dew Wealth, he worked in financial planning and analysis and in mergers and acquisitions as a Senior Business Analyst at Intel Corporation.
Bryce Keffeler’s longest registration is the current one, 8 years at Dew Wealth Management since 2018. Before joining Dew Wealth Management in 2018, Bryce Keffeler was registered through Seros Financial, LLC.
- Dew Wealth ManagementCurrent– present · 8 yearsScottsdale, AZ · Adviser representative · Firm CRD 114148
- Seros Financial, LLC– · under a yearTempe, AZ · Adviser representative · Firm CRD 166808
Professional designations
Listed by Dew Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Certified Exit Planning Advisor (CEPA®)
- Chartered Life Underwriter (CLU®)
Investment adviser representative registrations
Bryce Keffeler is registered as an investment adviser representative in 2 states. Each was approved in April 2018.
- ArizonaSince 9 April 2018
- TexasSince 17 April 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 October 2017 |
| Series 7 | General Securities Representative Examination | 4 October 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Bryce Thomas Keffeler
- CRD
- 6847254
- Firm
- Dew Wealth Management · CRD 114148
- Role
- Managing Partner
- Office
- 8888 E. RAINTREE DRIVE, SUITE 110, Scottsdale, AZ 85260
- Registration
- Investment adviser registration
- In the industry since
- November 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- dewwealth.com
Where does Bryce Keffeler work?
Bryce Keffeler has been Managing Partner of Dew Wealth Management, LLC since November 2022, and is a control person of the firm.
Is Bryce Keffeler a financial advisor?
Yes. Bryce Keffeler has a current investment-adviser registration in Arizona and Texas, through Dew Wealth Management since April 2018.
How many years of experience does Bryce Keffeler have?
Bryce Keffeler has 8 years in the financial industry, since November 2017, across 2 adviser firms.
What exams has Bryce Keffeler passed?
Bryce Keffeler has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2017. FINRA credited Bryce Keffeler with the SIE, which began in October 2018.
Where did Bryce Keffeler work before Dew Wealth Management?
Before Dew Wealth Management, Bryce Keffeler was registered through Seros Financial, LLC, October 2017 to February 2018.
Where is Bryce Keffeler based?
Bryce Keffeler’s registered office is in Scottsdale, AZ.
Is Bryce Keffeler registered with FINRA?
No. Bryce Keffeler has no current broker registration.
Is Bryce Keffeler a CFP?
Dew Wealth Management lists Bryce Keffeler with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Bryce Keffeler, CFP®, MBA, CLU®, ChFC®, CEPA® biography, dewwealth.com
How can I verify Bryce Keffeler’s record?
Search CRD 6847254 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bryce Keffeler’s full registration record.
