{
  "crd_number": 336688,
  "slug": "dental-wealth-partners-llc-jackson-ms-336688",
  "primary_business_name": "DENTAL WEALTH PARTNERS LLC",
  "legal_name": "DENTAL WEALTH PARTNERS LLC",
  "dbas": [],
  "city": "Jackson",
  "state": "MS",
  "country": "United States",
  "cbsa_code": "27140",
  "metro": {
    "cbsa_code": "27140",
    "common_name": "Jackson",
    "msa_name": "Jackson, MS",
    "path": "/advisors/ms/jackson"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2026-03-31",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-09-10",
  "carried_forward": false,
  "raum_total": 26790503.0,
  "raum_discretionary": 26790503.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 5528345.0,
      "count": 54
    },
    "high_net_worth_individuals": {
      "raum": 21262158.0,
      "count": 14
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "LA",
    "MS"
  ],
  "websites": [
    "https://dentistfinancialplanning.com",
    "https://facebook.com/DentalWealthPartners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/336688",
  "city_as_filed": "JACKSON",
  "url": "https://advisorcensus.com/firm/dental-wealth-partners-llc-jackson-ms-336688",
  "display_name": "Dental Wealth Partners LLC",
  "summary": "Dental Wealth Partners LLC is a state-registered investment advisory firm in Jackson, MS, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 10, 2026.",
  "citation": "AdvisorCensus. Dental Wealth Partners LLC (CRD 336688): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Dental Wealth Partners LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Dental Wealth Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Dental Wealth Partners LLC located?",
      "a": "Dental Wealth Partners LLC's principal office is in Jackson, MS, according to its Form ADV."
    },
    {
      "q": "Is Dental Wealth Partners LLC registered with the SEC or a state?",
      "a": "Dental Wealth Partners LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 336688."
    },
    {
      "q": "How much does Dental Wealth Partners LLC manage?",
      "a": "Dental Wealth Partners LLC reports $26,790,503 in regulatory assets under management in its Form ADV filing dated September 10, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Dental Wealth Partners LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (54); high net worth individuals (14)."
    },
    {
      "q": "Does Dental Wealth Partners LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/336688"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/dental-wealth-partners-llc-jackson-ms-336688.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 54,
      "fewer_than_5": false,
      "raum": 5528345.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 14,
      "fewer_than_5": false,
      "raum": 21262158.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/336688",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}