Dean Wealth Partners, LLC
● SEC registered since 2022CRD 298237SEC# 801-126534Austin, TX
Reg. AUM
$249.8M
Employees
4
Accounts
682
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 $249.8 million in regulatory assets under management and employs 4 people.
Dean Wealth Partners, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Max Dean Control | Managing Member & Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Dean Wealth Partners, LLC manage?
Dean Wealth Partners, LLC reports $249.8 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
| Address | 7200 N Mopac Expressway, Suite 140, Austin, TX 78731 |
| Phone | (512) 346-1703 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$249.8M▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$249.8Mregulatory AUM
Discretionary $245.2MNon-discretionary $4.6M