DENTAL WEALTH PARTNERS LLC

Overview

Dental Wealth Partners LLC is an independent registered investment adviser that serves individual and family clients with a focus on comprehensive financial planning and portfolio management. The firm emphasizes fee-based, discretionary relationships and offers services that span financial planning, portfolio management for individuals and small businesses, and pension consulting. Its investment activity centers on liquid public vehicles—primarily mutual funds and other public funds—while supplementing core allocations with real estate exposures and income-oriented products. The firm is not positioned as an ESG-focused allocator and operates as a single-state adviser in practice. Fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee engagements, allowing the adviser to deliver both ongoing management and project-based advice. Given the client base and service mix, the firm tilts toward integrated planning that pairs mutual-fund-driven portfolios with targeted alternative real-estate exposure and annuity solutions for income planning needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices