DEAN WEALTH PARTNERS, LLC

7200 N Mopac Expressway
Suite 140
Austin, Texas 78731
Tel: (512) 346-1703

About DEAN WEALTH PARTNERS, LLC

DEAN WEALTH PARTNERS, LLC, formally registered with the SEC as DEAN WEALTH PARTNERS, LLC. The firm was established in 09/08/2022. They have over 1 offices throughout the country.

DEAN WEALTH PARTNERS, LLC is a Austin, Texas based Financial Planning firm with nearly $209,306,719 assets under management, offering retirement planning & investment advisory services to 672 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298237
SEC#	801-126534
Assets Managed by Firm	$209,306,719
No. of Clients	672
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	672	$209,306,719
Individuals (other than high net worth individuals)	127	$59,281,425
High net worth individuals	68	$150,025,294

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