Overview
Assets Under Management: $204 million
Headquarters: KIRKLAND, WA
High-Net-Worth Clients: 54
Average Client Assets: $2.3 million
Frequently Asked Questions
DENTAL WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #127147), DENTAL WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
DENTAL WEALTH ADVISORS, LLC is headquartered in KIRKLAND, WA.
DENTAL WEALTH ADVISORS, LLC serves 54 high-net-worth clients according to their SEC filing dated October 31, 2018. View client details ↓
According to their SEC Form ADV, DENTAL WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
DENTAL WEALTH ADVISORS, LLC manages $204 million in client assets according to their SEC filing dated October 31, 2018.
According to their SEC Form ADV, DENTAL WEALTH ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.40%
Average Client Assets: $2.3 million
Total Client Accounts: 651
Discretionary Accounts: 651
Regulatory Filings
CRD Number: 127147
Filing ID: 1248873
Last Filing Date: 2018-10-31 05:48:00