DENTGROUP, LLC
Legal name: DENT WEALTH ADVISORS
CRD #151943 SEC #801-70786 BATON ROUGE, LA 225-922-9955
SEC Registered
Total AUM
$338.4M
Discretionary
$338.4M
Employees
5
Clients
101
Accounts
507
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $338.4M | $338.4M | $0 | 5 | 0 |
| Sep 2025 | $338.4M | $338.4M | $0 | 5 | 0 |
| Jan 2025 | $298.8M | $298.8M | $0 | 5 | 0 |
| Jul 2024 | $275.8M | $275.8M | $0 | 5 | 0 |
| Feb 2024 | $275.8M | $275.8M | $0 | 5 | 0 |
| Jan 2024 | $275.8M | $275.8M | $0 | 5 | 0 |
| Nov 2023 | $386.6M | $386.6M | $0 | 4 | 0 |
| Oct 2023 | $386.6M | $386.6M | $0 | 4 | 0 |
| Apr 2023 | $353M | $353M | $0 | 6 | 0 |
| Apr 2023 | $353M | $353M | $0 | 6 | 0 |
| Jan 2023 | $353M | $353M | $0 | 6 | 0 |
| Nov 2022 | $324.7M | $324.7M | $0 | 6 | 0 |
| Jan 2022 | $356.9M | $356.9M | $0 | 6 | 0 |
| Jan 2021 | $294.5M | $294.5M | $0 | 4 | 0 |
| Aug 2020 | $266.6M | $266.6M | $0 | 4 | 0 |
| May 2020 | $261.2M | $261.2M | $0 | 4 | 0 |
| Feb 2020 | $261.2M | $261.2M | $0 | 4 | 0 |
| Aug 2019 | $212.9M | $212.9M | $0 | 4 | 0 |
| Jun 2019 | $212.9M | $212.9M | $0 | 4 | 0 |
| Jan 2019 | $212.9M | $212.9M | $0 | 4 | 0 |
| Oct 2018 | $216.5M | $216.5M | $0 | 4 | 0 |
| Jan 2018 | $216.5M | $216.5M | $0 | 4 | 0 |
| Jan 2017 | $184M | $184M | $0 | 4 | 100 |
| Jan 2017 | $184M | $184M | $0 | 4 | 100 |
| Aug 2016 | $175M | $175M | $0 | 4 | 100 |
| Jul 2016 | $175M | $175M | $0 | 4 | 100 |
| Jun 2016 | $175M | $175M | $0 | 4 | 100 |
| Jun 2016 | $175M | $175M | $0 | 4 | 100 |
| Jan 2016 | $175M | $175M | $0 | 4 | 100 |
| Jan 2015 | $193M | $193M | $0 | 5 | 100 |
| Mar 2014 | $190M | $190M | $0 | 4 | 100 |
| Jan 2014 | $190M | $190M | $0 | 4 | 100 |
| May 2013 | $162M | $162M | $0 | 4 | 110 |
| Jan 2013 | $162M | $162M | $0 | 4 | 110 |
| Jan 2012 | $147M | $147M | $0 | 1 | 110 |
| Mar 2011 | $136.8M | $136.8M | $0 | 5 | -- |
| Jun 2010 | $136.8M | $136.8M | $0 | 5 | -- |
DateOct 2025
Total AUM$338.4M
Discretionary$338.4M
Non-Disc.$0
Employees5
Clients0
DateSep 2025
Total AUM$338.4M
Discretionary$338.4M
Non-Disc.$0
Employees5
Clients0
DateJan 2025
Total AUM$298.8M
Discretionary$298.8M
Non-Disc.$0
Employees5
Clients0
DateJul 2024
Total AUM$275.8M
Discretionary$275.8M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$275.8M
Discretionary$275.8M
Non-Disc.$0
Employees5
Clients0
DateJan 2024
Total AUM$275.8M
Discretionary$275.8M
Non-Disc.$0
Employees5
Clients0
DateNov 2023
Total AUM$386.6M
Discretionary$386.6M
Non-Disc.$0
Employees4
Clients0
DateOct 2023
Total AUM$386.6M
Discretionary$386.6M
Non-Disc.$0
Employees4
Clients0
DateApr 2023
Total AUM$353M
Discretionary$353M
Non-Disc.$0
Employees6
Clients0
DateApr 2023
Total AUM$353M
Discretionary$353M
Non-Disc.$0
Employees6
Clients0
DateJan 2023
Total AUM$353M
Discretionary$353M
Non-Disc.$0
Employees6
Clients0
DateNov 2022
Total AUM$324.7M
Discretionary$324.7M
Non-Disc.$0
Employees6
Clients0
DateJan 2022
Total AUM$356.9M
Discretionary$356.9M
Non-Disc.$0
Employees6
Clients0
DateJan 2021
Total AUM$294.5M
Discretionary$294.5M
Non-Disc.$0
Employees4
Clients0
DateAug 2020
Total AUM$266.6M
Discretionary$266.6M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$261.2M
Discretionary$261.2M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$261.2M
Discretionary$261.2M
Non-Disc.$0
Employees4
Clients0
DateAug 2019
Total AUM$212.9M
Discretionary$212.9M
Non-Disc.$0
Employees4
Clients0
DateJun 2019
Total AUM$212.9M
Discretionary$212.9M
Non-Disc.$0
Employees4
Clients0
DateJan 2019
Total AUM$212.9M
Discretionary$212.9M
Non-Disc.$0
Employees4
Clients0
DateOct 2018
Total AUM$216.5M
Discretionary$216.5M
Non-Disc.$0
Employees4
Clients0
DateJan 2018
Total AUM$216.5M
Discretionary$216.5M
Non-Disc.$0
Employees4
Clients0
DateJan 2017
Total AUM$184M
Discretionary$184M
Non-Disc.$0
Employees4
Clients100
DateJan 2017
Total AUM$184M
Discretionary$184M
Non-Disc.$0
Employees4
Clients100
DateAug 2016
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees4
Clients100
DateJul 2016
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees4
Clients100
DateJun 2016
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees4
Clients100
DateJun 2016
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees4
Clients100
DateJan 2016
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees4
Clients100
DateJan 2015
Total AUM$193M
Discretionary$193M
Non-Disc.$0
Employees5
Clients100
DateMar 2014
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees4
Clients100
DateJan 2014
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees4
Clients100
DateMay 2013
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees4
Clients110
DateJan 2013
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees4
Clients110
DateJan 2012
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees1
Clients110
DateMar 2011
Total AUM$136.8M
Discretionary$136.8M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$136.8M
Discretionary$136.8M
Non-Disc.$0
Employees5
Clients--