Dent Wealth Advisors

Dent Wealth Advisors (CRD# 151943) is a financial advisory firm headquartered in Baton Rouge, LA. They manage $294,451,217 in 551 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    294
    MILLION
  • Total Number of Accounts
    551
    ACCOUNTS
  • Average Account Value
    $534,394
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, LA, TX

Financial Advisors at Dent Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Fred C. Dent
CRD#: 1757013
301 Main Street, Suite 1502, Baton Rouge, LA 70801

Fred Dent (CRD# 1757013) is an Investment Advisor Representative working at Dent Wealth Advisors in Baton Rouge, LA and has over 33 years of experience in the finance industry.

2
Zaheer Poptani
CRD#: 4325262
301 Main Street, Suite 1502, Baton Rouge, LA 70801

Zaheer Poptani (CRD# 4325262) is an Investment Advisor Representative working at Dent Wealth Advisors in Baton Rouge, LA and has over 16 years of experience in the finance industry.

3
Mawuena K. Takyi
CRD#: 4700362
301 Main Street, Suite 1502, Baton Rouge, LA 70801

Mawuena Takyi (CRD# 4700362) is an Investment Advisor Representative working at Dent Wealth Advisors in Baton Rouge, LA and has over 15 years of experience in the finance industry. Mawuena Takyi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.