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DENTAL WEALTH PARTNERS LLC
CRD 336688
4500 INTERSTATE 55 NORTH, FRONTAGE ROAD, SUITE 278, JACKSON, MS, 39211, United States
Phone
(601) 339-6077
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$26.8M
Discretionary AUM
$26.8M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; RETAINER
Org form
Limited Liability Company
Filing date
2026-04-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 54 | $5.5M |
| High net worth individuals | 14 | $21.3M |
All web addresses on file
Official SEC filing: View on IAPD