Dental Wealth Partners LLC

RIAState Registered

Total AUM

$26.8M

Discretionary

$26.8M

100% of AUM

Avg account

$91.1K

Accounts

294

Employees

Advisory reps

Firm details

Headquarters: Jackson, Mississippi
CRD number: 336688
Website: www.dentistfinancialplanning.com
Custodians: ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI79.36%
Individuals20.64%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Dental Wealth Partners LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm is state-registered in Louisiana and Mississippi and serves individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible and may include a percentage-of-AUM component, hourly charges, fixed fees and other billing structures. The firm is not identified as an active ESG investor and does not act as a capital allocator.