Dentvest LLC

Overview

Dentvest LLC is a small, independent registered investment adviser focused on advisory relationships with individuals and families and small businesses. The firm delivers financial planning and portfolio management, operating primarily on a discretionary basis. Investment activity centers on pooled public funds and mutual funds rather than direct stock-picking or heavy use of ETFs; the ADV indicates the firm’s assets are allocated to public fund vehicles, and that approach drives portfolio construction and manager selection. Fee arrangements combine a percentage-of-assets model with fixed-fee engagements, allowing the firm to work with clients on both ongoing asset management and project-based planning. Dentvest LLC does not position itself as a capital allocator to third-party alternative fund managers, and it is not listed as an active ESG investor. The practice is structured as a limited liability company with individual ownership and runs a single-office advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices