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DENT WEALTH ADVISORS

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

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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 StatusApproved
Firm CRD#151943
SEC#801-70786
Assets Managed by Firm$298,809,287
No. of Clients490
No. of Advisors5

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 ClientsAUM
Firm Total490$298,809,287
Individuals (other than high net worth individuals)63$20,443,511
High net worth individuals81$262,806,960
Pension and profit sharing plansFewer than 5 clients$856,206
Charitable organizationsFewer than 5 clients$11,877,122
Corporations or other businessesFewer than 5 clients$2,825,488

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