# Dentist Advisors

> Dentist Advisors is an SEC-registered investment advisory firm in Salt Lake City, UT, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 29, 2026.

- CRD: 149559
- Filed as: DENTIST ADVISORS
- Legal name: Aquire Wealth Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Salt Lake City, UT
- Filing period: October 2026
- Form ADV filing dated: June 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/149559
- AdvisorCensus page: https://advisorcensus.com/firm/dentist-advisors-salt-lake-city-ut-149559

## Quick answers

**How is Dentist Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Dentist Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Dentist Advisors charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Subscription: $1,250 a month (Monthly Financial Planning Services Fees); Flat fee: $500 (Launchpad workshops). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Dentist Advisors located?**
Dentist Advisors' principal office is in Salt Lake City, UT, according to its Form ADV.

**Is Dentist Advisors registered with the SEC or a state?**
Dentist Advisors is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 149559.

**How much does Dentist Advisors manage?**
Dentist Advisors reports $504,001,496 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary).

**How have Dentist Advisors' assets and staff changed since 2021?**
In the Form ADV data for Dentist Advisors: Regulatory assets under management: $242,728,985 in the October 2021 data and $504,001,496 in the October 2026 data, up 108%. Total employees: 30 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Dentist Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (585); high net worth individuals (167); pension and profit sharing plans (but not the plan participants or government pension plans) (12).

**Which custodians does Dentist Advisors use?**
Dentist Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Dentist Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/149559

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Subscription: $1,250 a month (Monthly Financial Planning Services Fees)

> Clients receiving Wealth Management Services will pay: an Implementation Fee up to $3,500, payable in advance upon signing the Advisory Agreement; and thereafter, Monthly Financial Planning Services Fees up to $1,250 per month, charged monthly in arrears

- Flat fee: $500 (Launchpad workshops)

> Launchpad workshops - are offered at a flat one-time rate of $500 per person, unless a special offer reduces this rate.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $504,001,496
- Discretionary: $504,001,496
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 585 | $105,225,477 |
| High net worth individuals | 167 | $378,624,126 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $19,263,239 |
| Charitable organizations | 3 | $695,495 |
| Corporations or other businesses not listed above | 1 | $193,159 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 24 total, 9 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AR, AZ, CA, CO, FL, GA, ID, IL, KS, KY, LA, MA, MD, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dentistadvisors.com
- Facebook @DENTISTADVISORS
- Facebook facebook.com
- Instagram @DENTISTADVISORS
- LinkedIn @dentist-advisors
- X @dentistadvisors
- YouTube @UC9eHOFTEzlmIE5rRwIKNQGg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $242,728,985 | 30 | September 30, 2021 |
| October 2022 | $327,275,451 | 20 | May 19, 2022 |
| October 2023 | $314,277,790 | 20 | July 13, 2023 |
| October 2024 | $383,604,821 | 21 | August 27, 2024 |
| October 2025 | $461,768,746 | 21 | March 19, 2025 |
| October 2026 | $504,001,496 | 24 | June 29, 2026 |

Regulatory assets under management: $242,728,985 in the October 2021 data and $504,001,496 in the October 2026 data, up 108%.
Total employees: 30 in October 2021 and 24 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dentist Advisors (CRD 149559): Form ADV filing data as of October 2026.