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Building 2DEAN WEALTH PARTNERS, LLC

Map pinAUSTIN, TX
Phone(512) 346-1703
NotebookSEC #801-126534
Total AUM
$249.8M
Employees
4
Clients
192

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
$249.8M
Accounts
682
Discretionary
$245.2M
Accounts
665
Non-Discretionary
$4.6M
Accounts
17

ContactClients

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Individual Clients
112
AUM
$50.5M
HNW Individual Clients
80
AUM
$199.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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

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