Dean Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated February 23, 2026, reports $250M in regulatory assets under management, 4 employees, and 682 accounts.
Assets Under Management
$250M
Employees
4
Offices
--
Total Clients
192
Primary office
AUSTIN, TX
7200 N MOPAC EXPRESSWAY, SUITE 140, AUSTIN, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.3% of total clients.
Top client categories% of clientsClients
1
Individuals
58.3%
112
2
HNWI
41.7%
80
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$250Mas of February 23, 2026
Discretionary98.2%
$245M
98% of total RAUM98.2%
Non-discretionary1.8%
$5M
2% of total RAUM1.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$250M
Total Accounts682
10Y AUM Change+$250M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee48:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.