Dental Wealth Advisors, LLC

Dental Wealth Advisors, LLC (CRD# 127147) is a financial advisory firm headquartered in Kirkland, WA. They manage $153,635,579 in 637 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    154
    MILLION
  • Total Number of Accounts
    637
    ACCOUNTS
  • Average Account Value
    $241,186
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

ID, WA

Financial Advisors at Dental Wealth Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Nathan J. Ricks
CRD#: 2630065
5808 Lake Washington Blvd Ne, Suite 101, Kirkland, WA 98033
96
Wealthminder
score

Nathan Ricks (CRD# 2630065) is an Investment Advisor Representative working at Dental Wealth Advisors, LLC in Kirkland, WA and has over 21 years of experience in the finance industry. Nathan Ricks 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.

2
Margaret M. Boyle
CRD#: 4694061
5808 Lake Washington Blvd Ne, Suite 101, Kirkland, WA 98033
93
Wealthminder
score

Margaret Boyle (CRD# 4694061) is an Investment Advisor Representative working at Dental Wealth Advisors, LLC in Kirkland, WA and has over 13 years of experience in the finance industry.

3
Aimee J. Gavurnik
CRD#: 3063819
5808 Lake Washington Blvd Ne, Suite 101, Kirkland, WA 98033
93
Wealthminder
score

Aimee Gavurnik (CRD# 3063819) is an Investment Advisor Representative working at Dental Wealth Advisors, LLC in Kirkland, WA and has over 18 years of experience in the finance industry.

4
Thomas T. Martin
CRD#: 4694060
5808 Lake Washington Blvd Ne, Suite 101, Kirkland, WA 98033
90
Wealthminder
score

Thomas Martin (CRD# 4694060) is an Investment Advisor Representative working at Dental Wealth Advisors, LLC in Kirkland, WA and has 1 year of experience in the finance industry. Thomas Martin 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.

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