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DEAN WEALTH PARTNERS, LLC

AUSTIN, TX · CRD 298237 · IAPD ↗ · deanwealthpartners.com · (512) 346-1703

$249.8MRegulatory AUM
1Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
March 2026 — DEAN WEALTH PARTNERS, LLC shrank from 3 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
67
March 2025 — DEAN WEALTH PARTNERS, LLC grew from 1 to 3 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.