DENT WEALTH ADVISORS

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Louisiana, United States

Employees

Total Number of Employees	5
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	541	$275.8M
Non-Discretionary	0	$0
Total	541	$275.8M

Clients

Type	Number	RAUM
Individuals	63	$20.4M
HNW Individuals	96	$243.7M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$767,927
Charitable organizations	<5	$10.9M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$9,064
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPublication of periodicals or newslettersEducational seminars/workshops
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-70786
SEC ERA File Number	801-70786
SEC CIK Numbers	1867570
SEC CRD Numbers	151943
Legal Entity Identifier	None

Principal Office

301 MAIN STREET, STE. 1502
BATON ROUGE
LA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic