Dean Dorton Wealth Management, LLC
Firm details
- Headquarters
- Lexington, Kentucky
- CRD number
- 297616
- Website
- deandortonwealth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, LPL FINANCIAL LLC
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Dean Dorton Wealth Management, LLC is a Kentucky-registered limited liability company that operates as a capital allocator and adviser that primarily selects other managers for client portfolios. The firm’s business activity is described as selection of other advisers, and it reports ownership by a mix of a domestic entity and individuals. Fee arrangements are listed as "other," indicating fee structures that may differ from standard asset-based or hourly models. The firm is not identified as an active ESG investor and is not a multi-state adviser. It also lists an industry affiliation as an accountant, reflecting connections to accounting services or a larger accounting organization.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Justine Kidwell
Chief Compliance OfficerCRD 4290636
Contacts
1 of 1
Adam Davey
DirectorCRD 6045823
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lexington, KY
Fayette
Location
Lexington, KY
Headquartered in Lexington, KY, anchoring the Lexington-Fayette--Richmond--Frankfort, KY metro in the South.
- Metro area
- Lexington-Fayette--Richmond--Frankfort, KY
- Region
- South
- County
- Fayette
- Address
- 250 W Main St
- Time zone
- CT (UTC-6)
- Office locations
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