Dean Davis Wealth LLC

Dean Davis Wealth LLC provides discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, charitable organizations, and corporate entities. The firm also offers ERISA 3(21) fiduciary services for qualified retirement plans (including 401(k), 403(b), pension, profit‑sharing and cash balance plans) and was founded in 2026; it currently reports no assets under management.

The firm manages portfolios through two primary programs — an aggressive MIDAS portfolio that uses a proprietary screening tool and higher trading frequency, and a Custom Core allocation that is individually tailored, actively monitored, and typically traded less frequently — and may engage sub‑advisers for portions of client assets. Analytical methods include Monte Carlo planning alongside fundamental, technical, charting and cyclical analysis, and the firm may employ options, margin, and both long‑ and short‑term strategies where consistent with client objectives.

Distinctive for a firm of its size, Dean Davis Wealth maintains an operational and compliance affiliation with an outside consulting firm (Stonecrest Advisory Solutions) and its chief compliance officer also holds registrations with another advisory firm; the brochure describes procedures intended to mitigate conflicts of interest arising from these overlapping relationships. The combination of an outsourced compliance/operations arrangement, explicit use of sub‑advisers, and a stated focus on pension plan 3(21) services sets its service model apart from most independent peers.