# Dean Wealth Partners, LLC

> Dean Wealth Partners, LLC is an SEC-registered investment advisory firm in Austin, TX, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 298237
- Filed as: DEAN WEALTH PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298237
- AdvisorCensus page: https://advisorcensus.com/firm/dean-wealth-partners-llc-austin-tx-298237

## Quick answers

**How is Dean Wealth Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Dean Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Dean Wealth Partners, LLC located?**
Dean Wealth Partners, LLC's principal office is in Austin, TX, according to its Form ADV.

**Is Dean Wealth Partners, LLC registered with the SEC or a state?**
Dean Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 298237.

**How much does Dean Wealth Partners, LLC manage?**
Dean Wealth Partners, LLC reports $249,810,922 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (98% discretionary).

**How have Dean Wealth Partners, LLC's assets and staff changed since 2022?**
In the Form ADV data for Dean Wealth Partners, LLC: Regulatory assets under management: $134,966,533 in the October 2022 data and $249,810,922 in the October 2026 data, up 85%. Total employees: 4 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Dean Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (112); high net worth individuals (80).

**Which custodians does Dean Wealth Partners, LLC use?**
Dean Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Dean Wealth Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/298237

**What changed in Dean Wealth Partners, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 3 to 1. Regulatory assets under management went from $209,306,719 to $249,810,922 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $249,810,922
- Discretionary: $245,236,543
- Non-discretionary: $4,574,379

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 112 | $50,476,481 |
| High net worth individuals | 80 | $199,334,441 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- deanwealthpartners.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $134,966,533 | 4 | August 10, 2022 |
| October 2023 | $150,320,804 | 4 | September 15, 2023 |
| October 2024 | $182,446,046 | 4 | May 30, 2024 |
| October 2025 | $209,306,719 | 4 | February 7, 2025 |
| October 2026 | $249,810,922 | 4 | February 23, 2026 |

Regulatory assets under management: $134,966,533 in the October 2022 data and $249,810,922 in the October 2026 data, up 85%.
Total employees: 4 in October 2022 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 3 to 1.
- Regulatory assets under management went from $209,306,719 to $249,810,922 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dean Wealth Partners, LLC (CRD 298237): Form ADV filing data as of October 2026.