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| Happy Holidays!! thanks for using AUM13F!! |
| Dean Wealth Partners LLC
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| CRD # | 298237 |
| SEC # | 801-126534 |
| CIK # | |
| AUM | $209.3 M (2025-02-07) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 512-346-1703 |
| Address | 7200 N Mopac Expressway Austin, TX 78731 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 127 | 59.3 |
| (b) Individuals (high net worth individuals) | 68 | 150.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 672 | 209.3 |
| By Discretionary | ||
| Discretionary | 655 | 205.2 |
| Non-Discretionary | 17 | 4.1 |
| Total | 672 | 209.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.5 | |
| United States Persons | 206.8 | |
| Total | 672 | 209.3 |
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|---|---|---|
|
Pacific Park Financial Inc
✚
|
CA | 0.2 |
|
W Advisors LLC
✚
|
TN | 0.2 |
|
Mosaic Wealth Management LLC
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|
0.2 | |
|
Intervest Ltd
✚
|
MD | 0.2 |
|
Olympic Wealth Management LLC
✚
|
WA | 0.2 |
|
MOS Capital Inc
✚
|
FL | 0.2 |
|
Cerda Munoz Advisors Inc
✚
|
CA | 0.2 |
|
Allied Portfolio Management Inc
✚
|
AZ | 0.2 |
|
Waypoint Wealth Management LLC
✚
|
MD | 0.2 |
|
Wealth Management Corporation of America Inc
✚
|
FL | 0.2 |