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Builder of virtual family offices for owner and founder entrepreneurs, incorporating wealth-management structures utilized by billionaires
Last updated
In 2024, Dew Wealth Management's revenue reached $6M. The company previously reported $5M in 2024. Since its launch in 1999, Dew Wealth Management has shown consistent revenue growth.
Dew Wealth Management reached a $18M valuation in 2025, set during its M&A Offer round.
| Year | Round | Amount | Valuation | % Sold | Source |
|---|---|---|---|---|---|
| 2025 | M&A Offer | - | $18M | - |
| Question | Answer |
|---|---|
| What's your age? | - |
| Favorite online tool? | - |
| Favorite book? | - |
| Favorite CEO? | - |
| Advice for 20 year old self | - |
We do not have customer count information for Dew Wealth Management yet.
Dew Wealth Management employs approximately 31 people as of 2026, up from 30 in 2024.
Dew Wealth Management generates $6M in revenue.
Dew Wealth Management was founded by Jim Dew.
The CEO of Dew Wealth Management is Jim Dew.
Dew Wealth Management raised $0.
Dew Wealth Management has 31 employees.
Dew Wealth Management is headquartered in Scottsdale, Arizona, United States.
All figures on this page are taken directly from interviews or are estimates from public sources and proprietary models. Not financial advice. Read full disclaimer.
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Valuation
$18M
2024 Revenue
$6M
Funding
$0
Team · 2025
31
Founded
1999
| Year | Milestone | Source |
|---|---|---|
| 2024 | Dew Wealth Management Hit $6m revenue in November 2024 | |
| 2024 | Dew Wealth Management Hit $5m revenue in June 2024 | Estimated |
| 1999 | Launched with $0 revenue |
| Year | Milestone | Source |
|---|---|---|
| 2025 | Reached 31 employees (January 2025) | |
| 2024 | Reached 30 employees (November 2024) |
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