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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 29, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MARTIN, THOMAS, TERRY | I | MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MARTIN, THOMAS, TERRY | I | MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MARTIN, THOMAS, TERRY | I | MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MARTIN, THOMAS, TERRY | I | MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BOYLE, MARGARET, MCGUIRE | I | MEMBER | D | Control |
| BOYLE, MARGARET, MCGUIRE | I | MEMBER | D | Control |
| BOYLE, MARGARET, MCGUIRE | I | MEMBER | D | Control |
| BOYLE, MARGARET, MCGUIRE | I | MEMBER | D | Control |
| BOYLE, MARGARET, MCGUIRE | I | MEMBER | D | Control |
| BOYLE, MARGARET, MCGUIRE | I | MEMBER | D | Control |
| BOYLE, MARGARET, MCGUIRE | I | MEMBER | D | Control |
| BOYLE, MARGARET, MCGUIRE | I | MEMBER | D | Control |
| BOYLE, MARGARET, MCGUIRE | I | MEMBER | D | Control |
| BOYLE, MARGARET, MCGUIRE | I | MEMBER | D | Control |
| BOYLE, MARGARET, MCGUIRE | I | MEMBER | D | Control |
| BOYLE, MARGARET, MCGUIRE | I | MEMBER | D | Control |
| BOYLE, MARGARET, MCGUIRE | I | MEMBER | D | Control |
| BOYLE, MARGARET, MCGUIRE | I | MEMBER | D | Control |
| BOYLE, MARGARET, MCGUIRE | I | MEMBER | D | Control |
| BOYLE, MARGARET, MCGUIRE | I | MEMBER | D | Control |
| BOYLE, MARGARET, MCGUIRE | I | MEMBER | D | Control |
| BOYLE, MARGARET, MCGUIRE | I | MEMBER | D | Control |
| BOYLE, MARGARET, MCGUIRE | I | MEMBER | D | Control |
| BOYLE, MARGARET, MCGUIRE | I | MEMBER | D | Control |
| MARTIN, THOMAS, TERRY | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, THOMAS, TERRY | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, THOMAS, TERRY | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, THOMAS, TERRY | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, THOMAS, TERRY | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, THOMAS, TERRY | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, THOMAS, TERRY | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, THOMAS, TERRY | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, THOMAS, TERRY | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, THOMAS, TERRY | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, THOMAS, TERRY | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, THOMAS, TERRY | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, THOMAS, TERRY | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, THOMAS, TERRY | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, THOMAS, TERRY | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, THOMAS, TERRY | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, THOMAS, TERRY | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, THOMAS, TERRY | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, THOMAS, TERRY | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, THOMAS, TERRY | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Jul 29, 2022 REGISTERED
Notice Filings (3)
ID OR WA
Address
3015 112TH AVENUE NESUITE 210
BELLEVUE, WA 98004
United States
Phone: 425-216-1612