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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 $386,621,299 assets under management, offering retirement planning & investment advisory services to 759 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#151943
SEC#801-70786
Assets Managed by Firm$386,621,299
No. of Clients759
No. of Advisors4

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total759$386,621,299
Individuals (other than high net worth individuals)80$26,371,910
High net worth individuals114$336,618,876
Pension and profit sharing plansFewer than 5 clients$13,230,826
Charitable organizationsFewer than 5 clients$10,192,145
Corporations or other businessesFewer than 5 clients$207,542

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