Overview
Assets Under Management: $209 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 68
Average Client Assets: $2 million
Frequently Asked Questions
DEAN WEALTH PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #298237), DEAN WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
DEAN WEALTH PARTNERS, LLC is headquartered in AUSTIN, TX.
DEAN WEALTH PARTNERS, LLC serves 68 high-net-worth clients according to their SEC filing dated February 07, 2025. View client details ↓
According to their SEC Form ADV, DEAN WEALTH PARTNERS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
DEAN WEALTH PARTNERS, LLC manages $209 million in client assets according to their SEC filing dated February 07, 2025.
According to their SEC Form ADV, DEAN WEALTH PARTNERS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.68
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 672
Discretionary Accounts: 655
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 298237
Last Filing Date: 2025-02-07 00:00:00
Website: https://deanwealthpartners.com