DEAN WEALTH PARTNERS, LLC
DEAN WEALTH PARTNERS, LLC of AUSTIN, TX is an SEC-registered investment adviser (CRD 298237). Regulatory assets under management: $249.8M.
Registration
- CRD: 298237
- SEC file number: 801-126534
- Type: Registered investment adviser
- Location: 7200 N MOPAC EXPRESSWAY, SUITE 140, AUSTIN, TX, 78731
- Phone: (512) 346-1703
- Latest filing: 2026-02-23
- Regulatory AUM: $249.8M
- Discretionary AUM: $245.2M
- Non-discretionary AUM: $4.6M
- Clients: 4
- Accounts: 682
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Max Dean | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| DEAN MAX | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
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