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Dean Wealth Partners, LLC

● SEC registered since 2022CRD 298237SEC# 801-126534Austin, TX
Export (members)
Reg. AUM
$209.3M
Employees
4
Accounts
672
Location
Austin, TX

Dean Wealth Partners, LLC assets under management

Dean Wealth Partners, LLC is an investment advisory firm registered with the SEC based in Austin, TX. The firm has been registered since 2022. It reports $209.3 million in regulatory assets under management and employs 4 people.
www.deanwealthpartners.comView on SEC.gov ↗

Dean Wealth Partners, LLC owners & executives

1 reported
NameTitleOwnershipSince
Max Dean ControlManaging Member & Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does Dean Wealth Partners, LLC manage?

Dean Wealth Partners, LLC reports $209.3 million in regulatory assets under management on its Form ADV.

How many employees does Dean Wealth Partners, LLC have?

Dean Wealth Partners, LLC reports 4 employees.

Where is Dean Wealth Partners, LLC located?

Dean Wealth Partners, LLC is based in Austin, TX and has been SEC-registered since 2022.

Does Dean Wealth Partners, LLC disclose fund performance?

Dean Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7200 N Mopac Expressway, Suite 140, Austin, TX 78731
Phone(512) 346-1703
Office hours9a.m. - 5p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$205.2M
Non-discretionary$4.1M
Total (RAUM)$209.3M