$249.8M Total AUM
$245.2M Disc. AUM
21.5% 3Y CAGR
4 Employees
192 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Beacon crestLegacy +more
- Established Date
- 11-26-2018
- Office Locations
- 1
Office Locations
7200 N Mopac Expressway Suite 140 Austin TX
About Dean Wealth Partners, LLC
Dean Wealth Partners, LLC is an Austin-based RIA providing investment management and strategic wealth planning with an emphasis on unbiased, long-term results. The firm serves individuals and families including business owners, entrepreneurs, and retirees, using diversified portfolios that can include ETFs, mutual funds, and index-based strategies. Custody is through Charles Schwab & Co.
Team overview
48 AVG AGE
$249.8M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
4.8 yrs AVG TENURE
4 Employees
1 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Element alpha Value Summit Timber pathway Vital crest Horizon fusion
Client Personas
Alpha atlas Focus Alpha signal
Custodian
Meridian Delta Meridian Insight foundation Bridge peak Crest foundation Catalyst Element vertex Fusion frontier Vertex peak Legacy Meridian Vertex alpha
Investment Themes
Vital capital Optima foundation Signal
Investment Vehicles
Bridge Glacier
Platform
Catalyst momentum
Services
Ember glacier Wave Beacon Catalyst ember Foundation insight Radial Alpha Insight horizon Zenith bridge Atlas Vital Vertex value
Technology
Vector oak Atlas foundation Unison foundation
Owner & Executives
MAX DEAN
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #2922564
- Ownership
- 75% or more
(630) 926-5274
bridge.signal@deltacapital.com
in linkedin.com/in/summit-peak
Showing 1 of 1 owners & executives
Unlock allContacts
B
Bradley Davis Reddin
--
- CRD
- #6777898
(585) 454-5375
zenith.oak@radialcapital.com
in linkedin.com/in/summit-eagle
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $245,236,543 | $368,777 |
| Non-Discretionary | $4,574,379 | $269,081 |
| Total | $249,810,922 | $366,292 |
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Separately Managed Accounts
Total SMA Asset: $249,810,922
Public Funds:
49.5% Cash:
24.3% Equity - Exchange:
26.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,499,110,701 | 49.5% |
| Cash | $1,226,836,162 | 24.3% |
| Equity - Exchange | $1,322,761,624 | 26.2% |
| Total | $5,048,708,487 | 100.0% |