Dean Wealth Partners, LLC
Dean Wealth Partners, LLC is an SEC-registered wealth manager in Austin, TX with $249.8M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Dean Wealth Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298237, SEC 801-126534, data through 2026-02-23.
- AUM (assets under management / regulatory AUM)
- $249.8M (2026-02-23)
- Firm type
- Wealth Manager
- Location
- Austin, TX
- Employees
- 4
- Clients
- 192
- CRD
- 298237
- Ownership
- DEAN, MAX
How much AUM does Dean Wealth Partners, LLC have?
Dean Wealth Partners, LLC reported $249.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-23).
Who owns Dean Wealth Partners, LLC?
Disclosed owners and executives of Dean Wealth Partners, LLC include DEAN, MAX. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.