D
$51.1M Total AUM
$45.0M Disc. AUM
-- 3Y CAGR
3 Employees
102 ADV. Clients
11 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-02-2014
- Office Locations
- 1
Office Locations
17074 Hwy. 20 W. Lindale TX
About Dean Wealth Management, LLC
Dean Wealth Management, LLC is a Texas-based RIA providing customized wealth management and financial planning for individuals and families, emphasizing responsible stewardship and values-based goal alignment. Portfolios are built primarily with ETFs and mutual funds with an asset-allocation and risk-management lens. The practice traces its roots to 1987 and custodies with Charles Schwab.
Team overview
-- AVG AGE
$17.0M AVG AUM / ADVISOR
$501.2K AVG AUM / CLIENT
6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
11yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
B
BENJAMIN HERSCHEL DEAN
Advisor, Manager
- CRD
- #1985201
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
D
DAVID MICHAEL BREEDLOVE SR
Advisor
- CRD
- #29577
Available
Available
Available
J
JOE NMN WYLIE
Financial Advisor
- CRD
- #1957603
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,022,600 | -- |
| Non-Discretionary | $6,100,082 | -- |
| Total | $51,122,682 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing