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DEAN WEALTH MANAGEMENT, LLC
CRD 172563
17074 HWY 20 W., LINDALE, TX, 75771, United States
Phone
903-526-6669
Fax
903-881-6016
Registration
— (—)
Source
State registered
Total AUM
$51.1M
Discretionary AUM
$45.0M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; SHARES IN THIRD PARTY MONEY MANAGER FEES
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 87 | $19.2M |
| High net worth individuals | 15 | $31.9M |
All web addresses on file
Official SEC filing: View on IAPD