RIA Intel›Advisers›Kentucky›DEAN DORTON WEALTH MANAGEMENT, LLC

DEAN DORTON WEALTH MANAGEMENT, LLC

Advisory

LEXINGTON, KY

Data as of Jul 30, 2026 · Source: SEC Form ADV

Rank in KY

#114

of 136 advisers by AUM

Average account

$356K

across 228 accounts

AUM per adviser

$27M

3 advisers

Source: SEC Form ADV. Figures as filed Jul 30, 2026.

Total AUM

$81M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$81M

Discretionary AUM$81M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients79

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN, KY, NC, OH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

79 clients

26 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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