DEAN WEALTH MANAGEMENT, LLC

Overview

Dean Wealth Management, LLC operates as an independent registered investment adviser focused on individual and family clients. The firm leans heavily toward equities as its primary capital allocator, managing portfolios that favor exchange-traded instruments while also using third-party managers and selection-of-adviser relationships when clients require specialist exposure. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and the selection and oversight of outside advisers. Fee arrangements are flexible—ranging from percentage-of-AUM billing to hourly and fixed-fee work—allowing the firm to serve both ongoing wealth-management relationships and project-based planning engagements. Investment activity centers on public equities with a material allocation to exchange-traded equities, supplemented by mutual funds and corporate debt for core and fixed-income exposure. The firm is not an active ESG investor and is organized as an owner-operated limited liability company serving a concentrated client base rather than a broad national footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices