DBA: DENT WEALTH ADVISORS
| Total AUM | $338.4M |
| Discretionary | $338.4M100% of AUM |
| Client Accounts | 507 |
| Avg Account Size | $667K |
| Employees | 5 |
| Peak AUM | $386.6MOct 2023 |
Total AUM
$338M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $338M | +22.7% | +1.4% | +4.7% | |
| Discretionary AUM | |||||
| Total AUM | $338.4M |
| Discretionary | $338.4M |
| Employees | 5 |
| Client Accounts | 507 |
| Client Range | 101-250 |
Address
301 MAIN STREET, STE. 1502
BATON ROUGE LA 70801
Phone
225-922-9955
Filing History
42 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$338M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| $338M |
| +22.7% |
| +1.4% |
| +4.7% |
| Total Accounts | 507 | 6.3% | +42.3% | 0.9% |
| Avg Account Size | $667,448.373 | +30.9% | 28.7% | +5.7% |
| Employees | 5 | 0.0% | 6.1% | +4.4% |
| AUM / Employee | $68M | +22.7% | +8.0% | +0.3% |
Client AUM Segments | |||||
| Wealth AUM | $321M | +21.6% | +1.5% | +5.1% | |
| Institutional AUM | $17M | +47.7% | +0.0% | 0.9% | |
Client Count Segments | |||||
| HNW Clients | 68 | +7.9% | 1.9% | 5.3% | |
| Individuals | 84 | 12.5% | 5.5% | +4.5% | |