Dental Wealth Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$26,790,503
Clients
68
21% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
68
Very HighAverage account size
$393,978
About
Dental Wealth Partners LLC operates under the trade names Dental Wealth Advisors and Virtue Wealth Partners and serves dentists alongside other individual and institutional clients. The firm offers discretionary portfolio management, comprehensive financial planning (including ongoing subscription plans), retirement plan consulting for employer-sponsored plans, and a fee-based dental practice valuation service.
Investment advice is tailored to each client’s goals, time horizon, and risk tolerance, with strategies that emphasize asset allocation, tax-aware investing, rebalancing, and a mix of long- and short-term purchases as appropriate. The firm coordinates with external professionals (CPAs, attorneys, and recordkeepers) and routinely incorporates tax and liquidity-event analysis into planning and portfolio construction.
What stands out relative to many peers is the firm’s explicit pension consulting work — including plan design, investment lineup selection, co-fiduciary support, benchmarking, and integration of cash balance and defined benefit plan strategies — a service set that is uncommon among independent advisers. The practice-focused offerings, such as a documented dental practice valuation produced using outside valuation contractors and modeling for practice-sale or transition scenarios, further differentiate its service mix for dental clients.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Equity Recipients (RS/RSU, SOP, ESPP)
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Charitable giving & philanthropy
Occupation focus
Dentist
Founder/Business Owner
Fee options
Flat fee for Dental Practice Valuation: $0 - $25,000; Fixed fees for financial planning projects: $2,500 - $25,000
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 0.85% to 0.65% $3,000,001 - $5,000,000: 0.65% $5,000,001+: Negotiable
$150 - $500 per hour
On-going financial planning fees ranging from $300 to $2,000 per month, billed monthly in advance
Fee-only: Fixed fees from $2,500 to $25,000 per project; Hourly fees $150 - $500 per hour; Flat fees for Dental Practice Valuation $0 - $25,000; On-going financial planning fees $300 - $2,000 per month plus one-time onboarding up to $2,500
Main office location
Dental Wealth Partners LLC
4500 Interstate 55 North, Frontage Road, Suite 278
Jackson MS 39211, United States
Number of offices
1
Most active in
Dental Wealth Partners LLC has reported serving >5 clients in these states in the last 12 months.
Mississippi
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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