Unclaimed Profile

Thomas Terry Martin

DENTAL WEALTH ADVISORS, LLC·BELLEVUE, Washington

Clean record22 years registeredDENTAL WEALTH ADVISORS, LLC

3015 112TH AVENUE NE, BELLEVUE, WA 98004CRD# 4694060Firm CRD# 127147

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas Terry Martin · BELLEVUE, WA

Registration

CRD #4694060 · DENTAL WEALTH ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jul 2024 – present

BUCKINGHAM STRATEGIC WEALTH, LLC

Oct 2022 – Nov 2024

BELLEVUE, WA

DENTAL WEALTH ADVISORS, LLC

Nov 2003 – Oct 2022

BELLEVUE, WA

Registrations & Exams

Registration record

First registered · November 4, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DENTAL WEALTH ADVISORS, LLC

CRD 127147 · SEC 801-79882

AUM

$141M

Regulatory assets under management

Employees

358 client accounts

Services offered by DENTAL WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DENTAL WEALTH ADVISORS, LLC →

Introduction

Speak with Thomas

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Thomas is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BELLEVUE?

Browse all registered financial advisors in BELLEVUE, Washington or claim this profile if it's yours.

Browse BELLEVUE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Thomas Terry Martin offer?

Thomas Terry Martin specializes in Financial Planning, Investment Management. Contact their office in BELLEVUE, Washington for a consultation.

What are Thomas Terry Martin's credentials?

Thomas Terry Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Terry Martin located?

Thomas Terry Martin is based in BELLEVUE, Washington, working with DENTAL WEALTH ADVISORS, LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.

How does Thomas Terry Martin charge for services?

Thomas Terry Martin's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DENTAL WEALTH ADVISORS, LLC?

DENTAL WEALTH ADVISORS, LLC has approximately 3 employees and manages $141M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →