Dew Wealth Strategies, LLC

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Client assets under management

$81,409,229

Clients

88% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$1,938,315

About

DEW Wealth Strategies is a fee‑only investment adviser that manages approximately $94.7 million in discretionary assets for a small roster of clients (42) through two advisors. The firm offers continuous portfolio management along with financial planning, pension consulting, and personal wealth management services for individuals, retirement plans, trusts, estates and business clients.

The firm implements client strategies under written investment policy statements and uses fundamental, mutual fund/ETF and technical analysis to guide allocations; it employs both long‑ and short‑term holdings as well as option strategies, margin and trade aggregation. DEW also recommends multi‑strategy alternative mutual funds, interval funds and leveraged/inverse exchange‑traded products, and discloses the specific liquidity, leverage and compounding risks tied to those instruments.

What is notable relative to peers is that a firm principal is a licensed attorney with a law degree, an affiliation that is uncommon among supported firms and appears in the firm’s governance and disclosures. The combination of a small client base with nearly $95 million in assets and an explicit willingness to use higher‑risk vehicles (alternatives, leveraged/inverse ETPs, interval funds) distinguishes DEW’s operational and investment profile.

Client services

Financial planning Portfolio management Pension consulting Wealth management/consulting services

Expertise

Options & derivatives strategies Private / alternative investments Active portfolio management Concentrated stock management Business succession planning

Fee options

Fixed

Financial Planning fixed fees; Personal Wealth Management and Pension Consulting fixed fees; Portfolio management for entities flat annual fee negotiable

Percentage

$0 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.85% $5,000,001 - $7,500,000: 0.65% $7,500,001 - $10,000,000: 0.55% $10,000,001 - $15,000,000: 0.45% $15,000,001 - $20,000,000: 0.40% $20,000,001+: Negotiated

Other

Account minimum: $1,000,000 Minimum fee: Minimum annual fee for portfolio management services: $10,000 Fee-only: Financial Planning Services fixed annual fees based on client net worth from $3,000 to $10,000, negotiable over $20 million; Personal Wealth Management fixed annual fees from $15,000 to $70,000 plus negotiated amounts over $50 million; Pension Consulting fixed annual fees from $10,000 to $25,000

Main office location

Dew Wealth Strategies, LLC

101 South Hanley Rd., Suite 725

Clayton MO 63105, United States

Number of offices

Most active in

Missouri

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 314-862-1500

Advisors at this firm

Thomas E

Series 63, Series 65

Clayton, MO

Dew Wealth Strategies, LLC

Thomas Ebinger is a financial advisor at Dew Wealth Strategies, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Dew Wealth Strategies since 2002. Outside of advisory work, he has been involved with outside sales of non-variable insurance. Dew Wealth Strategies is a fee-only investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm provides discretionary portfolio management, financial planning, and pension consulting, developing customized investment policy statements and implementing portfolios using fundamental and technical analysis, mutual funds, ETFs, and third-party managers.

Options & derivatives strategies Private / alternative investments Active portfolio management Concentrated stock management Business succession planning

Jason W

CFP®, Series 63, Series 65

Clayton, MO

Dew Wealth Strategies, LLC

Jason Woods is a CFP® professional with 24 years of experience in financial advising. He has been with Dew Wealth Strategies, LLC since 2002. Dew Wealth Strategies is a fee-only investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm develops personalized investment policy statements and implements portfolios using a combination of fundamental and technical analysis, mutual fund and ETF selection, and third-party managers, with ongoing monitoring and adjustments based on client goals and tax considerations.

Options & derivatives strategies Private / alternative investments Active portfolio management Concentrated stock management Business succession planning

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