DENTAL WEALTH ADVISORS, LLC

DENTAL WEALTH ADVISORS, LLC of BELLEVUE, WA is an SEC-registered investment adviser (CRD 127147). Regulatory assets under management: $141.4M.

Registration

• CRD: 127147
• SEC file number: 801-79882
• Type: Registered investment adviser
• Location: 3015 112TH AVENUE NE, SUITE 210, BELLEVUE, WA, 98004
• Phone: 425-216-1612
• Latest filing: 2022-07-29
• Regulatory AUM: $141.4M
• Discretionary AUM: $141.4M
• Clients: 3
• Accounts: 358

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 127147 on SEC IAPD (source of record)
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