DEAN DORTON WEALTH MANAGEMENT, LLC

CRD 297616

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250 W. MAIN STREET, SUITE 1400, LEXINGTON, KY, 40507, United States

Phone

859-425-7780

Fax

859-425-3780

Registration

— (—)

Source

State registered

Total AUM

$81.1M

Discretionary AUM

$81.1M

Team

3 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; RETAINER FEES

Org form

Limited Liability Company

Filing date

2026-04-29

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersRETAINER SERVICES - FINANCIAL ADVICE

Client types

Type	Clients	AUM
Individuals	53	$17.2M
High net worth individuals	26	$63.7M

All web addresses on file

https://deandortonwealth.com/
https://www.linkedin.com/company/dean-dorton-private-wealth
https://www.youtube.com/@DeanDortonPrivateWealth

Official SEC filing: View on IAPD