DENT WEALTH ADVISORS

301 Main Street, Ste. 1502
Baton Rouge, Louisiana 70801
Tel: 225-922-9955

About DENT WEALTH ADVISORS

DENT WEALTH ADVISORS, formally registered with the SEC as DENT WEALTH ADVISORS. The firm was established in 11/18/2009. They have over 1 offices throughout the country.

DENT WEALTH ADVISORS is a Baton Rouge, Louisiana based Financial Planning firm with nearly $298,809,287 assets under management, offering retirement planning & investment advisory services to 490 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	151943
SEC#	801-70786
Assets Managed by Firm	$298,809,287
No. of Clients	490
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	490	$298,809,287
Individuals (other than high net worth individuals)	63	$20,443,511
High net worth individuals	81	$262,806,960
Pension and profit sharing plans	Fewer than 5 clients	$856,206
Charitable organizations	Fewer than 5 clients	$11,877,122
Corporations or other businesses	Fewer than 5 clients	$2,825,488

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BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628	$3,964,828,037	10	38
MARITIME PARTNERS, LLC 3838 N. Causeway Blvd., Suite 3335 Metairie, LA, 70002	$2,952,693,844	5	31
TRUWEALTH ADVISORS, LLC 2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785	$2,535,697,292	7157	34
WATERS, PARKERSON & CO., LLC 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013	$2,489,088,707	1855	12
SISUNG INVESTMENT MANAGEMENT SERVICES LLC 3850 N. Causeway Blvd., Suite 1930 Metairie, LA, 70002	$2,000,884,017	12	7

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