Nicholas Joseph West
Investment adviser representative at Dew Wealth Management
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$464.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Dew Wealth ManagementDec 2022 to now
- Jacob William AdvisoryJan 2021 to Dec 2022
- Network Management inc.Jan 2020 to Jan 2021
- S&l PrimeJan 2015 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Dew Wealth Management
Legal name: Dew Wealth Management, LLC
$464.7MAssets managed
246Clients
24Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7363481
- Firm CRD
- 114148