Dental Wealth Partners LLC

Overview

Dental Wealth Partners LLC is an independent, owner-managed registered investment adviser organized as an LLC that serves individual and family clients. The firm combines financial planning, portfolio management for individuals and small businesses, and pension consulting in its advisory offering. Its fee model is mixed: it charges based on a percentage of assets under management and also uses hourly, fixed, and other fee arrangements. According to its filings, Dental Wealth Partners is not positioned as a capital allocator, does not identify as an active ESG investor, and does not report multi-state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives