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
- Percentage of AUM, Hourly Charges, Other
- Client types
- HNWI78.5%
- Individuals21.18%
- Charitable Organizations0.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Dean Dorton Wealth Management, LLC is an independent, domestic limited-liability RIA that serves individual and family clients. The firm positions itself as a capital allocator and provides a mix of advisory services including financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of outside advisers. Its fee arrangements include asset-based fees, hourly billing and other fee structures. The firm is not identified as an active ESG investor and does not report multi-state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities17%
- Cash & Cash Equivalents11%
- US Government Bonds2%
- State & Local Bonds1%
Owners & executives
1 of 1
Justine Kidwell
Chief Compliance OfficerCRD 4290636
Contacts
3 of 3
Adam Davey
DirectorCRD 6045823
Diego Vallota
Managing DirectorCRD 2669877
Diana Covell
Wealth Management ProfessionalCRD 6140550
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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