Dean Dorton Wealth Management, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
2

Firm details

Headquarters
Lexington, Kentucky
CRD number
297616
Custodians
NATIONAL FINANCIAL SERVICES LLC, LPL FINANCIAL LLC
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Dean Dorton Wealth Management, LLC is a Kentucky-registered limited liability company that operates as a capital allocator and adviser that primarily selects other managers for client portfolios. The firm’s business activity is described as selection of other advisers, and it reports ownership by a mix of a domestic entity and individuals. Fee arrangements are listed as "other," indicating fee structures that may differ from standard asset-based or hourly models. The firm is not identified as an active ESG investor and is not a multi-state adviser. It also lists an industry affiliation as an accountant, reflecting connections to accounting services or a larger accounting organization.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Justine Kidwell

    Justine Kidwell

    Chief Compliance OfficerCRD 4290636

Contacts

1 of 1
  • Adam Davey

    Adam Davey

    DirectorCRD 6045823

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth