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DENTIST ADVISORS
AQUIRE WEALTH ADVISORS, LLC
CRD 149559 · SEC 801-114782
6440 S WASATCH BLVD., SUITE 215, SALT LAKE CITY, UT, 84121, United States
Phone
801-748-1243
Fax
801-454-0434
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$504.0M
Discretionary AUM
$504.0M
Team
24 total employees; 9 advisory reps; 96 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 585 | $105.2M |
| High net worth individuals | 167 | $378.6M |
| Pension/profit sharing plans | 12 | $19.3M |
| Charitable organizations | 3 | $695K |
| Corporations/business entities | 1 | $193K |
States served
AL, AZ, AR, CA, CO, GA, ID, IL, KS, KY, LA, MD, MA, MN, MT, NE, NV, NJ, NY, NC, OK, OR, PA, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, FL, SD
All web addresses on file
- https://www.linkedin.com/company/dentist-advisors/
- HTTP://WWW.INSTAGRAM.COM/DENTISTADVISORS/
- HTTPS://WWW.FACEBOOK.COM/DENTISTADVISORS
- https://twitter.com/dentistadvisors
- https://www.facebook.com/groups/dentistadvisors/
- https://www.youtube.com/channel/UC9eHOFTEzlmIE5rRwIKNQGg
- HTTP://WWW.DENTISTADVISORS.COM/
Official SEC filing: View on IAPD