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Dental Wealth Partners LLC

Dental Wealth Partners LLC. CRD 336688

D

CRD: 336688

Dental Wealth Partners LLC

Jackson, MS, 39211
(601) 339-6077
dentistfinancialplanning.com
$26.8M Total AUM
$26.8M Disc. AUM
-- 3Y CAGR
1 Employees
68 ADV. Clients
0 yrs Firm Age

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Firm Details

Custodian
Altruist ยท Charles Schwab & Company
Clients
Retail
Platforms
Available
Established Date
10-03-2025
Office Locations
1

Office Locations

4500 Interstate 55 North Frontage Road, Suite 278 Jackson MS

About Dental Wealth Partners LLC

Dental Wealth Partners LLC is a Jackson-based RIA. The firm has been operating for 0 years. Managing $26.8M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.

Team overview

-- AVG AGE
$26.8M AVG AUM / ADVISOR
$394.0K AVG AUM / CLIENT
0.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age

Insights

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Asset Classes

Available

Client Personas

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Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Technology

Available

Owner & Executives

I

Ian Vincent McGinnis

Chief Compliance Officer, MANAGING PRINCIPAL

CRD
#6935227
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $26,790,503 --
Non-Discretionary $0 --
Total $26,790,503 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Equity - Exchange:
Available
Cash:
Available
Corporate - Investment Grade:
Available
U.S. Government/Agency:
Available
Asset class Assets Assets %
Public Funds Available Available
Equity - Exchange Available Available
Cash Available Available
Corporate - Investment Grade Available Available
U.S. Government/Agency Available Available
Total Available Available

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