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DEAN WEALTH PARTNERS, LLC
CRD 298237 · SEC 801-126534
7200 N MOPAC EXPRESSWAY, SUITE 140, AUSTIN, TX, 78731, United States
Phone
(512) 346-1703
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$249.8M
Discretionary AUM
$245.2M
Team
4 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 112 | $50.5M |
| High net worth individuals | 80 | $199.3M |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD