Dentist Advisors
Dentist Advisors is an SEC-registered mass-market adviser in Salt Lake City, UT with $504.0M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Dentist Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 149559, SEC 801-114782, data through 2026-06-29.
- AUM (assets under management / regulatory AUM)
- $504.0M (2026-06-29)
- Firm type
- Mass-Market Adviser
- Location
- Salt Lake City, UT
- Employees
- 24
- Clients
- 768
- CRD
- 149559
- Ownership
- HARPER, REESE, J; AQUIRE HOLDINGS, LLC; COPIER, JUSTIN, PAUL; MULCOCK, MATTHEW, WARREN; RH FINANCIAL, INC.
How much AUM does Dentist Advisors have?
Dentist Advisors reported $504.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-29).
Who owns Dentist Advisors?
Disclosed owners and executives of Dentist Advisors include HARPER, REESE, J, AQUIRE HOLDINGS, LLC, COPIER, JUSTIN, PAUL, MULCOCK, MATTHEW, WARREN, RH FINANCIAL, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.