From the October 2007 issue of Investment Advisor • Subscribe!

James P. Dew

Dew Wealth Management

8800 East Raintree Drive, Suite 115

Scottsdale, Arizona 85260

Phone: 480-614-9119

Web site:


Year practice started: 1999

AUM: $45 million

Compensation: Fees and commissions

Number of clients: 200 (approx.)

Client minimum: $500,000

Asset management fee: 1%

Professional accreditations: CFP, ChFC

Education: BS, University of Arizona; MBA, Arizona State University

Previous incarnations: Regional manager and compliance officer, MONY

Industry/community involvement: FPA Greater Phoenix Chapter; Director and founder, Western National Bank

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