DEAN DORTON WEALTH MANAGEMENT, LLC

Overview

Dean Dorton Wealth Management, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm functions as a capital allocator and provides a mix of financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Its advisory scope also includes pension consulting and selection of other advisers. Fee arrangements include a percentage of assets under management alongside hourly and other charge types. The firm does not characterize itself as an active ESG investor and appears to operate in a single state market. An accounting affiliation is noted in its industry relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives