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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

DENTAL WEALTH ADVISORS, LLC

CRD 127147

BELLEVUE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ebe04f2a-e9a5-dca0-cc84-9ec72aafc120

Data as of Jul 29, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 5
On other graphs: 1
Observed: Mar 16, 2012 to Jul 29, 2022
23 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Dental Wealth Advisors, LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $141MItem 5.F on the latest filing (2022-07-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $141M
Private client RAUM: $124MderivedItem 5.D individuals plus high net worth individuals
Private client share: 87%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 358
Individual clients: 88
High net worth clients: 28
SEC number: 801-79882
CRD: 127147
Filings on the tape: 23
First filed: Mar 16, 2012
Latest filed: Jul 29, 2022
Organised: Limited Liability Company, Washington

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MARTIN, THOMAS, TERRY	MEMBER & CHIEF COMPLIANCE OFFICER	E	yes	05/2003	Mar 16, 2012	Jul 29, 2022

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
DENTAL GROUP, LLC	n/a	n/a	n/a	N	yes	n/a
MARTIN BOYLE, PLLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Jan 28, 2022	$141M	$141M	3	2	0	n/a	n/a
2020	Feb 11, 2021	$125M	$125M	4	3	0	n/a	n/a
2019	Feb 6, 2020	$122M	$122M	4	3	0	n/a	n/a
2018	Feb 28, 2019	$190M	$190M	4	4	0	n/a	n/a
2017	Mar 9, 2018	$204M	$204M	4	4	0	n/a	n/a
2016	Mar 13, 2017	$176M	$176M	4	4	n/a	n/a	n/a
2015	Mar 22, 2016	$154M	$154M	5	4	n/a	n/a	n/a
2014	Mar 30, 2015	$141M	$141M	4	3	n/a	n/a	n/a
2011	Mar 16, 2012	$45.1M	$44.5M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$141M	$125M	12.9%	$190M	-9.3%	3	4	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BUCKINGHAM STRATEGIC WEALTH, LLC	2	Oct 24, 2022	Oct 24, 2022	BELLEVUE, WA	Team lift out	RIA to RIA	100.0%

Relationships

Controls (1)

← MARTIN, THOMAS, TERRYOwnerMEMBER & CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 16, 2012 to presentfactForm ADV

Moved with (1)

→ BUCKINGHAM STRATEGIC WEALTH, LLCRegistered adviser2 advisors, team lift out, same day
Oct 24, 2022 to Oct 24, 2022factForm ADV

Registered with (3)

← AIMEE JEANNINE HANSENAdvisorregistration: previous registration
May 12, 2015 to Oct 24, 2022factForm ADV
← THOMAS TERRY MARTINAdvisorregistration: previous registration
Nov 4, 2003 to Oct 24, 2022factForm ADV
← NATHAN JOHN RICKSAdvisorregistration: previous registration
Feb 7, 2013 to Jul 2, 2019factForm ADV

Dated events

Occurred
Oct 24, 2022
Team lift-out
2 advisors left Dental Wealth Advisors, LLC (Bellevue, WA) for Buckingham Strategic Wealth, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Oct 24, 2022
Advisor changed firm
Aimee Jeannine Hansen left Dental Wealth Advisors, Llc for Buckingham Strategic Wealth, Llc (registered 2022-10-24)
Form ADVobserved 4 days ago
Occurred
Oct 24, 2022
Advisor changed firm
Thomas Terry Martin left Dental Wealth Advisors, Llc for Buckingham Strategic Wealth, Llc (registered 2022-10-24)
Form ADVobserved 4 days ago
Occurred
Jan 28, 2022
Control person left
Mcguire Margaret Boyle (Member) no longer on Schedule A of Dental Wealth Advisors, Llc (listed 2021-06-18, absent 2022-01-28)
Form ADVobserved 4 days ago
Occurred
Jun 2, 2014
First Form ADV filing
Dental Wealth Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ebe04f2a-e9a5-dca0-cc84-9ec72aafc120
First observed: Mar 16, 2012
Last observed: Jul 29, 2022 50 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DENTAL WEALTH ADVISORS, LLC

CRD 127147

BELLEVUE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ebe04f2a-e9a5-dca0-cc84-9ec72aafc120

Data as of Jul 29, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:03 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MARTIN, THOMAS, TERRY

MEMBER & CHIEF COMPLIANCE OFFICER

yes

05/2003

Mar 16, 2012

Jul 29, 2022

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

DENTAL GROUP, LLC

n/a

yes

n/a

MARTIN BOYLE, PLLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Jan 28, 2022

$141M

n/a

2020

Feb 11, 2021

$125M

n/a

2019

Feb 6, 2020

$122M

n/a

2018

Feb 28, 2019

$190M

n/a

2017

Mar 9, 2018

$204M

n/a

2016

Mar 13, 2017

$176M

n/a

2015

Mar 22, 2016

$154M

n/a

2014

Mar 30, 2015

$141M

n/a

2011

Mar 16, 2012

$45.1M

$44.5M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$141M

$125M

12.9%

$190M

-9.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BUCKINGHAM STRATEGIC WEALTH, LLC

Oct 24, 2022

BELLEVUE, WA

Team lift out

RIA to RIA

100.0%