Dental Wealth Advisors, LLC (Kirkland)

Name: Dental Wealth Advisors, LLC
Address: 5808 Lake Washington Blvd Ne, Kirkland, WA, 98033
Telephone: 425-216-1612

Dental Wealth Advisors, LLC is a large advisory firm based in Kirkland. It manages $189.65 million of regulatory assets for 660 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Idaho, Oregon, and Washington.

Dental Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Dental Wealth Advisors: assets under management

The assets under management (AUM) of Dental Wealth Advisors, LLC is $189.65 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 481% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $189.65 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $287.35 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 84% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 8% of the firm’s portfolio. Investments in state and local bonds form 4% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dental Wealth Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Dental Wealth Advisors serves?

The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Dental Wealth Advisors is high net worth individuals with 63 clients and $132.9 million of assets under management. Among the 13 most similar advisory firms, Dental Wealth Advisors has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $189.65 million for 222 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Dental Wealth Advisors doesn't advise any private funds.

Careers at Dental Wealth Advisors, LLC

The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Terry Martin	Member & chief compliance officer	1 May 2003	50% - 75%	4694060
Margaret Mcguire Boyle	Member	1 May 2003	50% - 75%	4694061

Based in Kirkland

The principal office where Dental Wealth Advisors, LLC performs its advisory services is located at 5808 Lake Washington Blvd Ne, Kirkland, WA 98033, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 425-216-1612 or by fax 425-216-1613. The normal business hours are 8:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at cpa4dds.com/.