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Adam Michael Davey

Dean Dorton Wealth Management, LLC

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About Adam Michael Davey

Adam Michael Davey is an Investment Advisor Representative with Dean Dorton Wealth Management, LLC. Adam has been in the financial services industry since October 1994. Adam is registered with the state of Kentucky and has a Series 65 license. Adam is also a Certified Public Accountant and a Partner/Director at Dean Dorton Allen Ford, PLLC. Adam has experience in providing financial planning services, portfolio management for individuals and businesses, and selection of other advisers. Adam has a strong commitment to helping clients achieve their financial goals.

Firm Information

Adam Davey is currently registered with Dean Dorton Wealth Management, LLC. Dean Dorton Wealth Management, LLC is an investment advisor registered with the SEC. The firm offers a range of advisory services, including financial planning, pension consulting, and portfolio management for individuals and businesses. They have approximately $36,454,466 in regulatory assets under management and serve a total of 72 accounts. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth, with 11 and 16 clients respectively.

$36.45M

Assets Under Management

4

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retainer services - financial advice

Retainer services - financial advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Retainer fees

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Adam Davey’s Registration & Firm History

KY

01/17/2024 - Present

Dean Dorton Wealth Management, LLC (LEXINGTON KY)

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Licenses & Designations

IA

Issued 12/04/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Michael Davey.
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