Dean Dorton Wealth Management, LLC

Dean Dorton Wealth Management, LLC (CRD# 297616) is a financial advisory firm headquartered in Lexington, KY. They manage $36,454,466 in 72 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
250 W. Main Street, Suite 1400, Lexington, KY 40507
https://deandortonwealth.com/
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $506,312
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KY

Financial Advisors at Dean Dorton Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David Bundy, financial advisor Lexington KY
David C. Bundy
CRD#: 6982613
250 W. Main Street, Suite 1400, Lexington, KY 40507

David Bundy (CRD# 6982613) is an Investment Advisor Representative working at Dean Dorton Wealth Management, LLC in Lexington, KY and has over 5 years of experience in the finance industry.

2
David Parks, financial advisor Lexington KY
David A. Parks
CRD#: 6979209
250 W. Main Street, Suite 1400, Lexington, KY 40507

David Parks (CRD# 6979209) is an Investment Advisor Representative working at Dean Dorton Wealth Management, LLC in Lexington, KY and has over 5 years of experience in the finance industry.

3
Adam Davey, financial advisor Lexington KY
Adam M. Davey
CRD#: 6045823
250 W. Main Street, Suite 1400, Lexington, KY 40507

Adam Davey (CRD# 6045823) is an Investment Advisor Representative working at Dean Dorton Wealth Management, LLC in Lexington, KY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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