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| Dean Wealth Partners LLC
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|
|---|---|
| CRD # | 298237 |
| SEC # | 801-126534 |
| CIK # | |
| AUM | $150.3 MM (2023-02-17) |
| Employees | 4 (25% Investors, 50% Brokers) |
| Phone | 512-346-1703 |
| Address | 7200 N Mopac Expressway Austin, TX 78731 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 112 | 33.0 |
| (b) Individuals (high net worth individuals) | 78 | 117.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 608 | 150.3 |
| By Discretionary | ||
| Discretionary | 591 | 147.3 |
| Non-Discretionary | 17 | 3.0 |
| Total | 608 | 150.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 150.3 | |
| Total | 608 | 150.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Peterson Wealth Management LLC
✚
|
NV | 0.2 |
|
Avid Wealth Partners LLC
✚
|
TX | 0.2 |
|
Petros Family Wealth LLC
✚
|
MN | 0.2 |
|
Decatur Capital Management Inc
✚
|
GA | 0.2 |
|
Madrone Investment Advisory LLC
✚
|
CA | 0.2 |
|
Castleton Partners LLC
✚
|
NY | 0.2 |
|
Cypress Capital Group Inc
✚
|
FL | 0.2 |
|
Milestones Private Investment Advisors LLC
✚
|
NY | 0.1 |
|
Barnstone Advisors LLC
✚
|
PA | 0.1 |
|
Cerasus Advisors Inc
✚
|
FL | 0.1 |