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DENT WEALTH ADVISORS

BATON ROUGE, LA · CRD 151943 · IAPD ↗ · 225-922-9955

$338.4MRegulatory AUM
3Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — DENT WEALTH ADVISORS (BATON ROUGE, LA) left the SEC roster (was $338.4M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
December 2025 — DENT WEALTH ADVISORS notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
August 2024 — DENT WEALTH ADVISORS grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
48
February 2024 — DENT WEALTH ADVISORS reported RAUM down 29% ($386.6M -> $275.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.