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DEAN ROLAND RUSSELL, LLC

SAN DIEGO, CA · CRD 109480 · IAPD ↗ · drrwealth.com · 858-485-8547

$351.2MRegulatory AUM
4Advisory reps
6Employees
169Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — DEAN ROLAND RUSSELL, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.