RIA Intel›Advisers›Mississippi›DENTAL WEALTH PARTNERS LLC

DENTAL WEALTH PARTNERS LLC

Advisory

JACKSON, MS

Data as of Apr 8, 2026 · Source: SEC Form ADV

Average account

$91K

across 294 accounts

AUM per adviser

$27M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 8, 2026.

Total AUM

$27M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$27M

Discretionary AUM$27M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients68

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, MS

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

68 clients

14 high-net-worth

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

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Advisers of similar size in MS

Closest by assets under management. All figures from Form ADV.

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LEFLEUR FINANCIAL WEALTH MANAGEMENT, LLC

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