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| Keyboard |
| Dean Wealth Partners LLC
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|---|---|
| CRD # | 298237 |
| SEC # | 801-126534 |
| CIK # | |
| AUM | 249.8 M (2026-02-23) |
| Employees | 4 (25% Investors, 50% Brokers) |
| Fees | |
| Minimum | |
| 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) | 112 | 50.5 |
| (b) Individuals (high net worth individuals) | 80 | 199.3 |
| (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 | 682 | 249.8 |
| By Discretionary | ||
| Discretionary | 665 | 245.2 |
| Non-Discretionary | 17 | 4.6 |
| Total | 682 | 249.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.8 | |
| United States Persons | 247.1 | |
| Total | 682 | 249.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Main Street Investment Advisors LLC
✚
|
IL | 250.3 M |
|
Cogent Private Wealth Inc
✚
|
FL | 250.3 M |
|
The Ehrlich Group LLC
✚
|
CA | 250.1 M |
|
Beadell A D Investment Counsel Inc
✚
|
WI | 250.0 M |
|
Firstrust LLC
✚
|
FL | 250.0 M |
|
WD Rutherford LLC
✚
|
OR | 250.0 M |
|
Tidecrest Wealth Management LLC
✚
|
CA | 249.7 M |
|
Braun-Bostich & Associates Inc
✚
|
PA | 249.6 M |
|
Vandalia Wealth Management Incorporated
✚
|
WV | 249.6 M |
|
Processus Wealth & Capital Management LLC
✚
|
249.5 M |