Investment adviser · CRD 151943
DENT WEALTH ADVISORS
Investment adviser filing (IA)
DENTGROUP, LLC
BATON ROUGE, LA, United States · Form ADV filed Oct 29, 2025
- Regulatory AUM
- $338M Form ADV · Item 5.F
- Client accounts
- 507 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 84 | $296,049,953 | 87.5% |
| Individuals | 68 | $25,073,751 | 7.4% |
| Charities | Fewer than 5 | $13,174,750 | 3.9% |
| Corporations & businesses | Fewer than 5 | $3,137,155 | 0.9% |
| Retirement plans | Fewer than 5 | $960,716 | 0.3% |
Filing source
Form ADV 2023010 · Oct 29, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 29, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
301 MAIN STREET, STE. 1502BATON ROUGE, LA, 70801, United States
CRD 151943
Filing source
Form ADV 2023010 · Oct 29, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.