Dean Wealth Partners, LLC

RIASEC Registered

Total AUM

$250M

Discretionary

$245M

98% of AUM

Avg account

$366K

Accounts

682

Employees

Advisory reps

Firm details

Headquarters: Austin, Texas
CRD number: 298237
Registered since: September 8, 2022
Website: www.deanwealthpartners.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI79.79%
Individuals20.21%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Dean Wealth Partners, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2022. The firm serves primarily individual and family clients, delivering financial planning and portfolio management services for individuals, small businesses, and business or institutional clients. Its fee arrangements include asset-based fees (percentage of AUM) as well as hourly and fixed-fee engagements. The firm reports it is not an active ESG investor and does not position itself as a capital allocator; instead it relies on third-party managers for alternative strategies.