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Preston Robert Weaver

Dew Wealth Management

Austin, TX

Scottsdale, AZ

CRD 6534573

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Employer firm

Dew Wealth Management CRD 114148

$465M regulatory AUM 74 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Dew Wealth Management

8888 E. Raintree Drive Suite 110, Scottsdale, AZ 85260 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-05-29
  • TX RA
    APPROVED
    Since 2022-05-29

Branch Locations

Austin, TX • United States

8888 E. Raintree Drive Suite 110, Scottsdale, AZ 85260 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ironoak Wealth Llc Cedar Park TX 10/2020 03/2022
Rembrandt Financial Group, Llc Austin TX 03/2016 10/2020
Prw Consulting, Llc Austin TX 01/2021 05/2022
Dew Wealth Management, Llc Austin TX 05/2022 Present
Rover.COm Austin TX 04/2022 02/2023
  • 10/2020 → 03/2022
    Ironoak Wealth Llc
    Cedar Park, TX
  • 03/2016 → 10/2020
    Rembrandt Financial Group, Llc
    Austin, TX
  • 01/2021 → 05/2022
    Prw Consulting, Llc
    Austin, TX
  • 05/2022 → Present
    Dew Wealth Management, Llc
    Austin, TX
  • 04/2022 → 02/2023
    Rover.COm
    Austin, TX
Previous Registrations
  • 2020-10-23 → 2022-03-21
    Cedar Park, TX
    Cedar Park, TX
    Austin, TX
Other Businesses

HOMEOWNERS ASSOCIATION: Investment-related: Yes; Austin, TX; Treasurer since 1/2021; Generally responsible for management of association finances; Approximate hours per month: 1; Approximate hours per month during normal trading hours <1

Designations
  • Certified Financial Planner

View on SEC IAPD

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