Wesley
Leftwich

Dew Wealth Management

CRD#7158999
Investment Advisor
in St. Louis, MO

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About this Advisor

Wesley Leftwich is a certified financial planner who works in St. Louis, Missouri with a total of 1 year of industry experience. Leftwich works at Dew Wealth Management. During their career, the advisor has held roles at University Of Missouri, Plancorp, LLC, Elite Performance Acadamey and Dew Wealth Management. Leftwich is able to serve investors in Missouri and Texas. Dew Wealth Management is an advisory firm operating out of Scottsdale, AZ. It has offices in 10 locations and a total of 28 advisors. It has $251 million in total assets among its 492 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 492 accounts, 63% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually depend on which services are provided. Fee types billed by Dew Wealth Management may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

St. Louis, MO

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Dew Wealth Management Brokerage Details

Total Assets Under Management

$250,583,013

MO Average: $1,555,372,352
Total Number of Employees

28

MO Average: 37
Total Number of Accounts

492

MO Average: 1,370
Average Account Size

$509,315

MO Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Wesley Leftwich Work History

Wesley has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Dew Wealth Management

2018 - 2018 (< 1 year)

Elite Performance Acadamey

2017 - 2021 (4 years)

Plancorp, LLC

2016 - 2016 (< 1 year)

Plancorp, LLC

2011 - 2016 (5 years)

University Of Missouri

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Wesley Leftwich to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Dew Wealth Management

Nathaniel Birkholz
Scottsdale, AZ
Sarah Waldren
Scottsdale, AZ
Drew Tingle
St. Louis, MO
Anna Bhai
Denver, CO
Nicholas Marino
Scottsdale, AZ
Wesley Leftwich
St. Louis, MO
Justin Kowalski
Trenton, MI
Bryan Stobb
Swisher, IA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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