DENTAL WEALTH ADVISORS, LLC
CRD #127147 SEC #801-79882 BELLEVUE, WA 425-216-1612
SEC Registered
Total AUM
$141.4M
Discretionary
$141.4M
Employees
3
Clients
0
Accounts
358
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2022 | $141.4M | $141.4M | $0 | 3 | 0 |
| Jul 2022 | $141.4M | $141.4M | $0 | 3 | 0 |
| May 2022 | $141.4M | $141.4M | $0 | 3 | 0 |
| Jan 2022 | $141.4M | $141.4M | $0 | 3 | 0 |
| Jun 2021 | $125.2M | $125.2M | $0 | 4 | 0 |
| Feb 2021 | $125.2M | $125.2M | $0 | 4 | 0 |
| Nov 2020 | $122.4M | $122.4M | $0 | 4 | 0 |
| Jun 2020 | $122.4M | $122.4M | $0 | 4 | 0 |
| Feb 2020 | $122.4M | $122.4M | $0 | 4 | 0 |
| Nov 2019 | $189.7M | $189.7M | $0 | 4 | 1 |
| Feb 2019 | $189.7M | $189.7M | $0 | 4 | 1 |
| Oct 2018 | $204M | $204M | $0 | 4 | 4 |
| Apr 2018 | $204M | $204M | $0 | 4 | 4 |
| Mar 2018 | $204M | $204M | $0 | 4 | 4 |
| Mar 2017 | $175.9M | $175.9M | $0 | 4 | 200 |
| Mar 2016 | $153.6M | $153.6M | $0 | 5 | 200 |
| May 2015 | $141.3M | $141.3M | $0 | 4 | 200 |
| Mar 2015 | $141.3M | $141.3M | $0 | 4 | 200 |
| Jun 2014 | $113.6M | $113.6M | $0 | 4 | 100 |
| Jun 2012 | $45.1M | $44.5M | $607.7K | 1 | 26 |
| May 2012 | $45.1M | $44.5M | $607.7K | 1 | 26 |
| Mar 2012 | $45.1M | $44.5M | $607.7K | 1 | 26 |
| Jun 2010 | $32.6M | $32.6M | $0 | 5 | -- |
DateJul 2022
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees3
Clients0
DateJul 2022
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees3
Clients0
DateMay 2022
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees3
Clients0
DateJun 2021
Total AUM$125.2M
Discretionary$125.2M
Non-Disc.$0
Employees4
Clients0
DateFeb 2021
Total AUM$125.2M
Discretionary$125.2M
Non-Disc.$0
Employees4
Clients0
DateNov 2020
Total AUM$122.4M
Discretionary$122.4M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$122.4M
Discretionary$122.4M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$122.4M
Discretionary$122.4M
Non-Disc.$0
Employees4
Clients0
DateNov 2019
Total AUM$189.7M
Discretionary$189.7M
Non-Disc.$0
Employees4
Clients1
DateFeb 2019
Total AUM$189.7M
Discretionary$189.7M
Non-Disc.$0
Employees4
Clients1
DateOct 2018
Total AUM$204M
Discretionary$204M
Non-Disc.$0
Employees4
Clients4
DateApr 2018
Total AUM$204M
Discretionary$204M
Non-Disc.$0
Employees4
Clients4
DateMar 2018
Total AUM$204M
Discretionary$204M
Non-Disc.$0
Employees4
Clients4
DateMar 2017
Total AUM$175.9M
Discretionary$175.9M
Non-Disc.$0
Employees4
Clients200
DateMar 2016
Total AUM$153.6M
Discretionary$153.6M
Non-Disc.$0
Employees5
Clients200
DateMay 2015
Total AUM$141.3M
Discretionary$141.3M
Non-Disc.$0
Employees4
Clients200
DateMar 2015
Total AUM$141.3M
Discretionary$141.3M
Non-Disc.$0
Employees4
Clients200
DateJun 2014
Total AUM$113.6M
Discretionary$113.6M
Non-Disc.$0
Employees4
Clients100
DateJun 2012
Total AUM$45.1M
Discretionary$44.5M
Non-Disc.$607.7K
Employees1
Clients26
DateMay 2012
Total AUM$45.1M
Discretionary$44.5M
Non-Disc.$607.7K
Employees1
Clients26
DateMar 2012
Total AUM$45.1M
Discretionary$44.5M
Non-Disc.$607.7K
Employees1
Clients26
DateJun 2010
Total AUM$32.6M
Discretionary$32.6M
Non-Disc.$0
Employees5
Clients--