Mimi Dew is a control person of Dew Wealth Management and directly owns under 5% of it.
Dew Wealth Management is an investment adviser based in Scottsdale, AZ, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $465 million, as filed on 8 September 2026. Its fees, ownership and offices are on the firm’s profile.
Mimi Dew is President and Founder of Dew Wealth Management. She helped start the firm in 1999 with Jim Dew. She oversees the firm's financial activities and marketing and the efficient operation of the firm, and is responsible for creating its team culture.
- CRD
- 7232993
- Firm
- Dew Wealth Management · CRD 114148
- Role
- President
- In role since
- January 2017 · 9 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Scottsdale, AZ
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- dewwealth.com
Where does Mimi Dew work?
Mimi Dew has been President of Dew Wealth Management, LLC since January 2017, and is a control person of the firm.
How can I verify Mimi Dew’s record?
Mimi Dew’s role is listed on Dew Wealth Management, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 114148.
