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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

DEW WEALTH STRATEGIES, LLC

CRD 118996

CLAYTON, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e23b655d-a403-d03f-20a3-41b4dae4f843

Data as of Jul 17, 2019 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 7, 2012 to Jul 17, 2019
13 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $68.8MItem 5.F on the latest filing (2019-07-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $68.8M
Private client RAUM: $67.3MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $34.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 193
Individual clients: 9
High net worth clients: 42
SEC number: 801-69078
CRD: 118996
Filings on the tape: 13
First filed: Mar 7, 2012
Latest filed: Jul 17, 2019
Organised: Limited Liability Company, Missouri

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
THOMAS GILL EBINGER	n/a	CLAYTON, MO	24	35	1	no
JASON BRADLEY WOODS	Certified Financial Planner	CLAYTON, MO	24	28	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
EBINGER, THOMAS, GILL	VICE-PRESIDENT & MEMBER	C	yes	01/2002	Mar 7, 2012	Jul 17, 2019
GUNTLI, MATTHEW, THOMAS	VICE PRESIDENT & MEMBER	B	yes	08/2008	Mar 7, 2012	Jul 17, 2019
WOODS, JASON, BRADLEY	PRESIDENT, MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	yes	01/2002	Mar 7, 2012	Jul 17, 2019

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
JASON BRADLEY WOODS	n/a	n/a	n/a	Y	yes	n/a
MATTHEW THOMAS GUNTLI	n/a	n/a	n/a	Y	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2018	Mar 19, 2019	$68.8M	$68.8M	3	3	0	n/a	n/a
2017	Mar 30, 2018	$105M	$105M	3	3	0	n/a	n/a
2016	Mar 29, 2017	$112M	$112M	4	3	n/a	n/a	n/a
2015	Mar 29, 2016	$111M	$111M	4	3	n/a	n/a	n/a
2014	Mar 13, 2015	$110M	$110M	4	3	n/a	n/a	n/a
2013	Mar 18, 2014	$102M	$102M	4	3	n/a	n/a	n/a
2012	Mar 20, 2013	$106M	$106M	4	3	n/a	n/a	n/a
2011	Mar 7, 2012	$104M	$104M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2018	$68.8M	$105M	-34.4%	$111M	-14.7%	3	3	0	0

Relationships

Controls (3)

← EBINGER, THOMAS, GILLOwnerVICE-PRESIDENT & MEMBER, ownership code C, individual
Mar 7, 2012 to presentfactForm ADV
← WOODS, JASON, BRADLEYOwnerPRESIDENT, MANAGING MEMBER & CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 7, 2012 to presentfactForm ADV
← GUNTLI, MATTHEW, THOMASOwnerVICE PRESIDENT & MEMBER, ownership code B, individual
Mar 7, 2012 to presentfactForm ADV

Registered with (3)

← THOMAS GILL EBINGERAdvisorregistration: current employment
Feb 6, 2002 to presentfactForm ADV
← JASON BRADLEY WOODSAdvisorregistration: current employment
Feb 6, 2002 to presentfactForm ADV
← DAVID GERARD DOMIANAdvisorregistration: previous registration
Feb 6, 2002 to Mar 19, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e23b655d-a403-d03f-20a3-41b4dae4f843
First observed: Mar 7, 2012
Last observed: Jul 17, 2019 87 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DEW WEALTH STRATEGIES, LLC

CRD 118996

CLAYTON, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e23b655d-a403-d03f-20a3-41b4dae4f843

Data as of Jul 17, 2019 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:03 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

THOMAS GILL EBINGER

n/a

CLAYTON, MO

JASON BRADLEY WOODS

Certified Financial Planner

CLAYTON, MO

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EBINGER, THOMAS, GILL

VICE-PRESIDENT & MEMBER

yes

01/2002

Mar 7, 2012

Jul 17, 2019

GUNTLI, MATTHEW, THOMAS

VICE PRESIDENT & MEMBER

yes

08/2008

Mar 7, 2012

Jul 17, 2019

WOODS, JASON, BRADLEY

PRESIDENT, MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

yes

01/2002

Mar 7, 2012

Jul 17, 2019

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JASON BRADLEY WOODS

n/a

yes

n/a

MATTHEW THOMAS GUNTLI

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2018

Mar 19, 2019

$68.8M

n/a

2017

Mar 30, 2018

$105M

n/a

2016

Mar 29, 2017

$112M

n/a

2015

Mar 29, 2016

$111M

n/a

2014

Mar 13, 2015

$110M

n/a

2013

Mar 18, 2014

$102M

n/a

2012

Mar 20, 2013

$106M

n/a

2011

Mar 7, 2012

$104M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2018

$68.8M

$105M

-34.4%

$111M

-14.7%