DEAN DORTON WEALTH MANAGEMENT, LLC

DEAN DORTON WEALTH MANAGEMENT, LLC of LEXINGTON, KY is an SEC-registered investment adviser (CRD 297616). Regulatory assets under management: $81.1M.

Registration

• CRD: 297616
• Type: Registered investment adviser
• Location: 250 W. MAIN STREET, LEXINGTON, KY, 40507
• Phone: 859-425-7780
• Latest filing: 2026-07-30
• Regulatory AUM: $81.1M
• Discretionary AUM: $81.1M
• Clients: 3
• Accounts: 228

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297616 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search