Dental Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Dental Wealth Partners provides investment advisory and financial planning primarily to dental professionals through its Dental Wealth Advisors d/b/a and to other individuals under Virtue Wealth Partners, offering discretionary asset management, comprehensive financial planning, and a stand‑alone dental practice valuation service. The firm also delivers retirement plan consulting to plan sponsors, including plan design, investment lineup selection and benchmarking, and participant education.
The firm tailors portfolios to clients’ goals, time horizons, and risk tolerances, employing strategies such as asset allocation, dollar‑cost averaging, technical analysis, and tax‑aware investing (including Roth conversion analysis) while coordinating with CPAs and other professionals. Clients can impose written investment restrictions, receive regular portfolio monitoring and annual reviews, and access tiered ongoing planning engagements for more frequent collaboration.
Distinctive elements include a practice‑specific valuation product completed with outside valuation contractors and an emphasis on practice transition and liquidity‑event modeling tied to personal financial plans. The firm’s offering of pension consulting and integration of cash‑balance/defined‑benefit plan work alongside individualized planning is less common among independent advisers and reflects a practice‑focused service set that coordinates plan governance, tax strategy, and asset management.
Client services
Expertise
Occupation focus
Fee options
$0 - $25,000 depending on complexity for dental practice valuation analysis; $2,500 to $25,000 for longer-term consulting projects; custom fees up to $200,000 in rare cases
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.65% $5,000,001+: Negotiable
$150 - $500 per hour
On-going financial planning fees ranging from $300 to $2,000 per month, billed monthly in advance
Main office
4500 Interstate 55 North, Frontage Road, Suite 278
Jackson MS 39211
Advisors at this office
1
Most active in
Louisiana · Mississippi
Also doing business as
Dental Wealth Advisors · Dental Wealth Partners · Dental Wealth Partners LLC · Virtue Wealth Partners
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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