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Santiago Miguel Rosas

DEW Wealth Management

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About Santiago Miguel Rosas

Santiago Rosas is an Investment Advisor Representative with Dew Wealth Management and is registered in Arizona and Texas. Santiago has been in the financial services industry since 2015 and specializes in financial planning, pension consulting, and portfolio management for both individuals and businesses. Santiago has a Series 65 license and is committed to providing personalized financial guidance to clients. Dew Wealth Management has a strong track record of success and is committed to providing high-quality financial services to its clients. The firm has offices in Scottsdale, Arizona, and serves a diverse range of clients, including high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Santiago Rosas is currently registered with DEW Wealth Management. DEW Wealth Management is a Scottsdale, AZ-based firm that provides financial planning, portfolio management for individuals, pension consulting, educational seminars, and selection of other advisers. The firm manages approximately $293,870,662 in assets for 511 clients, including high-net-worth individuals and charitable organizations. DEW Wealth Management is a Registered Investment Advisor (RIA) with the SEC, and participates in wrap fee programs.
DEW Wealth Management

8888 E. RAINTREE DRIVE

SCOTTSDALE, AZ 85260

$293.87M

Assets Under Management

130

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage retirement plan assets under advisement

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Santiago Rosas’s Registration & Firm History

AZ

09/22/2023 - Present

DEW Wealth Management (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 10/16/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Santiago Miguel Rosas.
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