Maxwell Schalm has been an investment adviser representative at Dew Wealth Management since August 2026, and is not listed among the firm’s executive officers or direct owners. Maxwell Schalm holds a Bachelor's degree in Finance from Duquesne 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.
Max Schalm is an Associate Advisor of Dew Wealth Management. He joins with experience as an Associate at a multi-family office. He specializes in estate planning and intergenerational wealth transfers.
- Dew Wealth ManagementCurrent– present · under a yearPittsburgh, PA · Adviser representative · Firm CRD 114148
Investment adviser representative registrations
Maxwell Schalm is registered as an investment adviser representative in 2 states. Each was approved in August 2026.
- PennsylvaniaSince 29 August 2026
- TexasSince 29 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 August 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Maxwell Stephen Schalm
- CRD
- 8317288
- Firm
- Dew Wealth Management · CRD 114148
- Office
- Pittsburgh, PA
- Registration
- Investment adviser registration
- In the industry since
- August 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- dewwealth.com
Where does Maxwell Schalm work?
Maxwell Schalm is an investment adviser representative registered through Dew Wealth Management, LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Maxwell Schalm a financial advisor?
Yes. Maxwell Schalm has a current investment-adviser registration in Pennsylvania and Texas, through Dew Wealth Management since August 2026.
How many years of experience does Maxwell Schalm have?
Maxwell Schalm has 0 years in the financial industry, since August 2026, across 1 adviser firm.
What exams has Maxwell Schalm passed?
Maxwell Schalm passed the Series 65 in August 2026.
Where is Maxwell Schalm based?
Maxwell Schalm’s registered office is in Pittsburgh, PA.
Is Maxwell Schalm registered with FINRA?
No. Maxwell Schalm has no current broker registration.
How can I verify Maxwell Schalm’s record?
Search CRD 8317288 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Maxwell Schalm’s full registration record.
