DEAN WEALTH MANAGEMENT, LLC

DEAN WEALTH MANAGEMENT, LLC of LINDALE, TX is an SEC-registered investment adviser (CRD 172563). Regulatory assets under management: $51.1M.

Registration

• CRD: 172563
• Type: Registered investment adviser
• Location: 17074 HWY 20 W., LINDALE, TX, 75771
• Phone: 903-526-6669
• Latest filing: 2026-03-26
• Regulatory AUM: $51.1M
• Discretionary AUM: $45.0M
• Non-discretionary AUM: $6.1M
• Clients: 3
• Accounts: 369

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 172563 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search