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Dean Dorton Wealth Management, LLC

Dean Dorton Wealth Management, LLC. CRD 297616

Dean Dorton Wealth Management, LLC logo

CRD: 297616

Dean Dorton Wealth Management, LLC

Lexington, KY, 40507
8594257780
deandortonwealth.com
$81.1M Total AUM
$81.1M Disc. AUM
-- 3Y CAGR
3 Employees
79 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS ยท LPL Financial
Clients
Retail and Institutional
Platforms
CrestPioneer
Established Date
08-23-2018
Office Locations
2

Office Locations

250 W. Main Street Suite 1400 Lexington KY
810 Wright's Summit Parkway Suite 300 Fort Wright KY

About Dean Dorton Wealth Management, LLC

Dean Dorton Wealth Management is a Kentucky RIA serving individuals, families, and business owners with private wealth advice spanning tax planning, family leadership/legacy planning, family office support, risk management, and tailored investment management. Backed by an affiliated CPA firm, the team builds active, allocation-based portfolios using mutual funds/ETFs and fixed income, delivered via platforms such as Fidelity/NFS and LPL.

Team overview

45 AVG AGE
$27.0M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
1.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Vector Horizon vital Oak

Custodian

Wave quantum Ridge

Investment Themes

Frontier oak Vector horizon Value

Investment Vehicles

Summit Crest ember

Services

Element frontier Atlas legacy Alpha Alpha fusion Delta Matrix Insight horizon Peak momentum Eagle

Technology

Crest Ridge

Owner & Executives

DIANA LYNN COVELL

DIANA LYNN COVELL

DIRECTOR OF OPERATIONS, Wealth Advisor

CRD
#6140550
Ownership
Less than 5%
(630) 752-3858
oak.capital@quantumcapital.com
in linkedin.com/in/horizon-atlas
ADAM MICHAEL DAVEY

ADAM MICHAEL DAVEY

MANAGING DIRECTOR, WEALTH ADVISOR

CRD
#6045823
Ownership
Less than 5%
(269) 965-3201
ember.element@insightcapital.com
in linkedin.com/in/vector-ember
R

Ridge alpha

Signal quantum delta

CRD
#90475
Ownership
1.8%
(922) 796-4606
insight.frontier@momentumcapital.com
in linkedin.com/in/horizon-fusion

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Contacts

DIEGO GERMAN VALLOTA

DIEGO GERMAN VALLOTA

Managing Director

CRD
#2669877
(805) 426-8806
pathway.pathway@momentumcapital.com
in linkedin.com/in/signal-optima

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $81,124,456 --
Non-Discretionary $0 --
Total $81,124,456 --

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Separately Managed Accounts

Total SMA Asset: $81,124,456

$81.1M Total SMA
Public Funds:
11.1%
Equity - Exchange:
34.8%
Cash:
18.7%
U.S. Government/Agency:
19.0%
Municipal Bonds:
16.4%
Asset class Assets Assets %
Public Funds $700,815,321 11.1%
Equity - Exchange $2,197,150,737 34.8%
Cash $1,180,652,838 18.7%
U.S. Government/Agency $1,199,593,793 19.0%
Municipal Bonds $1,035,438,853 16.4%
Total $6,313,651,542 100.0%

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