# DEAN DORTON WEALTH MANAGEMENT, LLC

DEAN DORTON WEALTH MANAGEMENT, LLC of LEXINGTON, KY is an SEC-registered investment adviser.

## Registration

- CRD: 297616
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297616/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297616/similar
- Related entities: https://search.stillhousedata.com/firm/297616/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297616

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.