Nathaniel Birkholz

Dew Wealth Management

4 Years of Experience

May Earn Commission

View SEC Summary

Areas of Practice

Retirement PlanningEstate PlanningInsurance PlanningTax PlanningInvestment ManagementBusiness OwnersHigh Net Worth

Dew Wealth Management

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

21 advisors

Number of Clients

176 clients

Average Client Portfolio

$2.1M average

Assets Under Management

$361.9M

Fee Structure

Financial Planning:Investment management only

Location

8888 E. Raintree Drive, Suite 110, Scottsdale, AZ, 85260

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Dew Wealth Management

January 2022 - Present · 4 yrs 1 mo

Previous Registrations

Discipline Advisors, INC.

August 2016 - December 2016 · 4 mos

Concorde Investment Services, LLCBroker

May 2016 - December 2016 · 7 mos

State Registrations2 states

AZTX

Advisor

Exams

No exam information available for this advisor.