1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2DEAN WEALTH PARTNERS, LLC

Map pinAUSTIN, TX
Phone(512) 346-1703
NotebookSEC #801-114319
Total AUM
$26M
Employees
5
Clients
56

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7200 N MOPAC EXPRESSWAY
SUITE 140
AUSTIN
TX 78731
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
(512) 346-1703

ReceiptFinancials

Total AUM
$26M
Accounts
180
Discretionary
$24M
Accounts
160
Non-Discretionary
$2M
Accounts
20

ContactClients

View more in analytics →

Individual Clients
46
AUM
$12M
HNW Individual Clients
10
AUM
$14M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account