DENTAL WEALTH ADVISORS, LLC

BELLEVUE, Washington·2 registered advisors·CRD# 127147
SEC# 801-798820425-216-1612
01

Firm Overview

AUM
$141M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at DENTAL WEALTH ADVISORS, LLC

2 registered advisors
Margaret Mcguire Boyle
KIRKLAND, Washington
Thomas Terry Martin
BELLEVUE, Washington
05

Office Locations

BELLEVUE, Washington
1 advisor
KIRKLAND, Washington
1 advisor

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Data sourced from SEC Form ADV filings. DENTAL WEALTH ADVISORS, LLC (CRD# 127147) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.