Dent Wealth Advisors
Dent Wealth Advisors was a Baton Rouge, Louisiana-based independent Registered Investment Advisor serving high-net-worth families in the greater Baton Rouge area with comprehensive wealth management, financial planning, investment oversight, tax, estate, and retirement planning. Acquired by Wealth Enhancement Group effective December 31, 2025, it operates as The Dent Team.
- Company typePrivate
- Founded1997
- HeadquartersBaton Rouge, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Dent Wealth Advisors does
Dent Wealth Advisors was an independent Registered Investment Advisor (RIA) founded in 1997 and based in Baton Rouge, Louisiana, serving high-net-worth individuals and families in the greater Baton Rouge area. The firm delivered comprehensive wealth management through a coordinated, multi-advisor team model (rather than solo-advisor), including investment management, financial planning, tax strategies, estate planning, retirement income planning, risk management and insurance, and annuities. Client portfolios ranged from $100,000 to over $5 million, and the firm managed more than $340 million in client assets under management at the time of transaction. The firm had no proprietary technology platform; client account access was provided through integrations with Orion and Fidelity portals, and the team included five named members led by Fred Dent, CFA (whose career began on Wall Street in 1987), along with CFP-credentialed advisors and operations/service staff.
On December 31, 2025, Dent Wealth Advisors was acquired by Wealth Enhancement Brokerage Services LLC, a national wealth management platform whose combined client assets rose to more than $132.5 billion as a result of the transaction. The acquisition marked Wealth Enhancement's first location in Louisiana and integrated Dent's Baton Rouge team as "The Dent Team" within the larger platform. Post-acquisition, the firm gained access to an expanded product suite — including Trust Services (via Wealth Enhancement Trust Services, Inc.), Private Client Wealth Management, Special Needs Planning, Tax Preparation, Employee Retirement Account Management, Retirement Plan Consulting, Business Growth & Exit Planning, and Employee Benefits Programs — none of which were offered under the prior standalone RIA structure. Revenue mechanics are fee-based, recurring AUM-driven advisory income; no public fee schedule or pricing model is disclosed beyond the standard wealth management engagement model.
The firm's go-to-market is regional, direct, and relationship-driven: services are sold to HNW families in the Baton Rouge market via referrals, advisor-led outreach, and earned media (Fred Dent's recurring appearances on WRKF 89.3 Baton Rouge Public Radio and WAFB news coverage). There is no enterprise sales infrastructure, no SaaS or licensing model, and no disclosed AI/ML capabilities underpinning the advisory work.
Dent Wealth Advisors firmographics
Firmographics- Name
- Dent Wealth Advisors
- Legal name
- Dent Wealth Advisors
- Website
- https://dentwealth.com
- Company type
- Private
- Founded year
- 1997
- Operating status
- Acquired
- Headcount range
- 1–10 employees
- Short description
- Dent Wealth Advisors was a Baton Rouge, Louisiana-based independent Registered Investment Advisor serving high-net-worth families in the greater Baton Rouge area with comprehensive wealth management, financial planning, investment oversight, tax, estate, and retirement planning. Acquired by Wealth Enhancement Group effective December 31, 2025, it operates as The Dent Team.
- Ownership category
- akta.pro rank
Dent Wealth Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
- akta.pro secondary industry
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
Keywords
Where Dent Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- Baton Rouge
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Dent Wealth Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Investment Advisory Services: Financial advisory services generating revenue from advisory fees on client assets under management. The firm manages over $340 million in client assets, providing wealth management, financial planning, and investment management services to high-net-worth families.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Comprehensive wealth management services for high-net-worth individuals and families |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Dent Wealth Advisors product offering
Product offeringCore offering
Dent Wealth Advisors delivers comprehensive wealth management and financial advisory services to high-net-worth families in the greater Baton Rouge, Louisiana area through a coordinated team-based (non-solo-advisor) model. Core services include financial planning, investment oversight, tax strategies, estate planning, retirement income planning, and risk management and insurance, supported by over $340 million in client assets under management.
Product overview
Wealth Enhancement operates a platform-plus-modules architecture offering comprehensive wealth management services. The core offering is Comprehensive Wealth Management, which encompasses tax strategies, investment management, risk management and insurance, estate planning, retirement income planning, financial planning, and annuities. The Dent Team provides specialized advisory services for high-net-worth families in the Baton Rouge, Louisiana area, functioning as an integrated advisory unit within the Wealth Enhancement platform. Additional modules include Tax Preparation, Trust Services, Private Client Wealth Management, Special Needs Planning, Employee Retirement Account Management, Retirement Plan Consulting, Business Growth & Exit Planning, and Employee Benefits Programs for business clients.
Differentiator
Problem solved
Functional benefit
Products and services
- The Dent Team Advisory Services Comprehensive wealth management and financial advisory services for high-net-worth families, delivered through a coordinated team approach rather than a solo-advisor model, specializing in financial planning, investment oversight, and proactive guidance.
- Comprehensive Wealth Management Full-service wealth management offering including tax strategies, investment management, risk management and insurance, estate planning, retirement income planning, financial planning, and annuities.
- Tax Preparation Tax preparation services for individuals and businesses.
- Trust Services Trust services offered through Wealth Enhancement Trust Services, Inc., a trust company chartered under South Dakota law.
- Private Client Wealth Management Premium wealth management services for high-net-worth private clients.
- Special Needs Planning Specialized financial planning services for families with special needs dependents.
- Employee Retirement Account Management Management and administration of employee retirement accounts.
- Retirement Plan Consulting Consulting services for business retirement plans.
- Business Growth & Exit Planning Planning services for business owners focused on growth strategies and exit planning.
- Employee Benefits Program Employee benefits program design and administration services for businesses.
Companies that use Dent Wealth Advisors
Customer profileNamed customers1 record
Segments1 record
Ideal customer profiles2 records
Dent Wealth Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Dent Wealth Advisors partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Wealth Enhancement Group (Wealth Enhancement Brokerage Services LLC)coreDent Wealth Advisors is being acquired by Wealth Enhancement Group, with the transaction expected to close on December 31, 2025. The acquisition marks Wealth Enhancement's first location in Louisiana and increases its total client assets to more than $132.5 billion. Dent Wealth Advisors will become part of Wealth Enhancement's coordinated advisory team structure, gaining access to expanded resources and national platform capabilities while maintaining personalized client service.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Dent Wealth Advisors competitors and assessment
Company assessmentDirect peers
- Focus Financial Partners: RIA aggregator and partnership platform that acquires and supports independent wealth management firms serving HNW clients. Highly comparable M&A-driven model and HNW client focus, now operating under Clayton, Dubilier & Rice ownership.
- Edelman Financial Services: National RIA offering comprehensive wealth planning, investment management, tax, and estate services to HNW households. Comparable full-service wealth advisory model with strong brand and HNW client base.
- Carson Group: RIA partnership platform serving financial advisors and their HNW clients through coaching, technology, and back-office support. Comparable partnership-style structure that allows advisor teams to maintain local identity while accessing scaled resources.
- Mercer Advisors: National RIA platform serving HNW families with comprehensive wealth management, tax planning, estate planning, and investment management. Comparable integrated service model and HNW household focus, with significant M&A-driven expansion.
- Wealth Enhancement Group: National RIA platform that acquired Dent Wealth Advisors in December 2025, now operating The Dent Team within its platform. Directly comparable comprehensive wealth management model serving HNW families across 70+ U.S. locations with $132.5B+ in client assets.
- Hightower Advisors: Large RIA partnership model serving HNW families and institutions through acquired advisor teams with shared back-office, custody, and investment resources. Highly comparable to Dent's team-based HNW advisory approach and similar M&A-driven growth trajectory.
- Mariner Wealth Advisors: Large national RIA platform offering comprehensive wealth advisory, tax, estate, retirement, and family office services to HNW/UHNW clients. Directly comparable integrated service model and HNW target market.
- Creative Planning: Large independent RIA offering comprehensive wealth management, tax, estate, and retirement planning to HNW households nationally. Comparable in service breadth (tax, estate, retirement, investment management) and HNW focus.
- Beacon Pointe Advisors: National RIA providing comprehensive wealth management, investment advisory, tax, and estate planning to HNW families. Comparable integrated wealth advisory model serving affluent households across multiple U.S. markets.
- CAPTRUST: Large national RIA offering investment advisory, retirement plan consulting, and wealth management to HNW individuals and institutions. Comparable in serving HNW households with comprehensive planning and investment capabilities.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Dent Wealth Advisors compliance and trust
Trust signalCompliance1 record
Dent Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Dent Wealth Advisors leadership team
Management profileNumber of profiles
Profiles5 records
Dent Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Dent Wealth Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Dent Wealth Advisors
What does Dent Wealth Advisors do?
Dent Wealth Advisors delivers comprehensive wealth management and financial advisory services to high-net-worth families in the greater Baton Rouge, Louisiana area through a coordinated team-based (non-solo-advisor) model. Core services include financial planning, investment oversight, tax strategies, estate planning, retirement income planning, and risk management and insurance, supported by over $340 million in client assets under management.
Is Dent Wealth Advisors a public or private company?
Dent Wealth Advisors is a private company. It is classified as corporate owned and is currently acquired.
When was Dent Wealth Advisors founded?
Dent Wealth Advisors was founded in 1997. It employs 1 to 10 people.
Where is Dent Wealth Advisors based?
Dent Wealth Advisors is headquartered in Baton Rouge, United States, in the North America region.
How does Dent Wealth Advisors make money?
One revenue line is on record: investment Advisory Services.
Who are Dent Wealth Advisors's main competitors?
Direct peers on record are Focus Financial Partners, Edelman Financial Services, Carson Group, Mercer Advisors, Wealth Enhancement Group, Hightower Advisors, Mariner Wealth Advisors, Creative Planning, Beacon Pointe Advisors and CAPTRUST.
Does Dent Wealth Advisors have an API?
No public API is recorded for Dent Wealth Advisors.
What industry is Dent Wealth Advisors in?
Dent Wealth Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory, with a secondary code of FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions). Its NAICS code is 523940 and its SIC code is 6282.