Dental Wealth Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$26,790,503
Total clients
68
21% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
68
Average account size
$393,978
About
Dental Wealth Partners, d/b/a Dental Wealth Advisors and Virtue Wealth Partners, works primarily with dental professionals, high‑net‑worth individuals, and sponsor‑level retirement plans. The firm offers discretionary asset management, comprehensive and ongoing financial planning, retirement plan consulting, and a dedicated dental practice valuation service.
The firm tailors advice to clients’ goals, risk tolerances, and time horizons, emphasizing diversified asset allocation, tax‑aware implementation, and regular portfolio monitoring and reporting. Ongoing planning includes cash‑flow and liquidity planning, Roth conversion and retirement account analysis, coordination with CPAs and attorneys, and scenario modeling for practice sales or other liquidity events.
Distinctive features include formal retirement plan consulting and plan governance support — including investment lineup selection, benchmarking, and co‑fiduciary assistance — which are less common among independent advisers. The firm’s practice‑valuation offering (completed with external valuation specialists) and its focus on practice owners and HNW clients, rather than mass‑market retail individuals, further differentiate its service mix.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Retirement plans for business owners (SEP, solo 401k)
Liquidity event planning
Equity compensation tax strategy
General retirement planning
Charitable giving & philanthropy
Occupation focus
Dentist
Founder/Business Owner
Fee options
Financial planning fixed fees $2,500 - $25,000 per project; dental practice valuation flat fee $0 - $25,000 depending on complexity
$0 - $1,000,000: 1.25% annually $1,000,001 - $3,000,000: 0.85% annually for next $2,000,000 $3,000,001 - $5,000,000: 0.65% annually for next $2,000,000 $5,000,001+: Negotiable
$150 - $500 per hour for financial planning/consulting services
On-going financial planning monthly fees ranging from $300 to $2,000 per month, billed monthly in advance
Fee-only: Financial planning fixed fees $2,500 - $25,000 per project; hourly fees $150 - $500 per hour; monthly ongoing financial planning $300 - $2,000 per month plus up to $750 one-time onboarding fee; dental practice valuation flat fee $0 - $25,000
Main office location
Dental Wealth Partners LLC
4500 Interstate 55 North, Frontage Road, Suite 278
Jackson MS 39211, United States
Number of offices
1
Most active in
Dental Wealth Partners LLC has reported serving >5 clients in these states in the last 12 months.
Mississippi
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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